+1,141.3%
ATI vs WEC
+2,416.7%
-1,275.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.4% |
| 7D | -0.1% | -0.3% | +0.2% | +0.1% |
| 30D | +2.7% | -1.3% | +4.0% | +3.4% |
| 3M | +16.3% | -3.9% | +20.2% | +18.4% |
| 6M | +30.2% | -8.3% | +38.5% | +36.1% |
| YTD | +83.6% | +3.1% | +80.5% | +78.8% |
| 1Y | +173.0% | +1.9% | +171.1% | +166.4% |
| 3Y | +356.6% | +41.9% | +314.7% | +251.4% |
| 5Y | +1,074.2% | +30.8% | +1,043.4% | +830.1% |
| 10Y | +1,136.2% | +141.9% | +994.3% | +481.9% |
| All | +1,141.3% | +2,416.7% | -1,275.4% | +11.1% |
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