+966.7%
ATI vs WEC
+53.2%
+913.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.6% |
| 7D | +4.7% | -0.5% | +5.3% | +4.8% |
| 30D | -0.2% | +12.0% | -12.2% | -2.8% |
| 3M | -18.5% | +11.1% | -29.6% | -20.5% |
| 6M | +16.4% | +6.0% | +10.4% | +14.5% |
| YTD | +63.4% | +14.3% | +49.1% | +57.8% |
| 1Y | +91.5% | +8.0% | +83.5% | +87.6% |
| 3Y | +329.2% | +62.8% | +266.4% | +261.5% |
| 5Y | +966.7% | +55.3% | +911.4% | +788.7% |
| All | +966.7% | +53.2% | +913.6% | +788.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling