+1,020.5%
ATI vs WEC
+2,690.8%
-1,670.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +13.0% | -0.7% | +13.7% | +13.4% |
| 30D | +0.2% | +11.0% | -10.8% | -6.3% |
| 3M | -17.5% | +8.6% | -26.1% | -21.9% |
| 6M | +18.1% | +6.2% | +11.9% | +12.6% |
| YTD | +65.7% | +14.3% | +51.4% | +50.9% |
| 1Y | +91.9% | +8.4% | +83.6% | +80.3% |
| 3Y | +335.2% | +62.9% | +272.4% | +207.1% |
| 5Y | +1,004.3% | +55.8% | +948.5% | +681.7% |
| 10Y | +1,019.2% | +193.2% | +826.1% | +360.5% |
| All | +1,020.5% | +2,690.8% | -1,670.3% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling