+311.9%
ATI vs WPM
+214.5%
+97.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.5% | -3.7% |
| 7D | +4.2% | -3.6% | +7.7% | +5.0% |
| 30D | -2.5% | +1.4% | -4.0% | -2.9% |
| 3M | -19.4% | -0.2% | -19.2% | -19.9% |
| 6M | +11.1% | -7.3% | +18.4% | +11.6% |
| YTD | +59.5% | +12.3% | +47.2% | +54.4% |
| 1Y | +85.8% | +24.9% | +60.9% | +76.9% |
| 3Y | +311.9% | +210.4% | +101.5% | +222.7% |
| All | +311.9% | +214.5% | +97.4% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling