+173.0%
ATI vs WSM
+19.9%
+153.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.1% | +0.9% | +1.9% |
| 7D | -0.1% | -3.3% | +3.2% | +1.6% |
| 30D | +2.7% | -8.4% | +11.1% | +7.3% |
| 3M | +16.3% | +9.7% | +6.7% | +9.7% |
| 6M | +30.2% | +16.7% | +13.5% | +17.6% |
| YTD | +83.6% | +28.7% | +54.9% | +56.4% |
| 1Y | +173.0% | +13.7% | +159.3% | +142.7% |
| All | +173.0% | +19.9% | +153.1% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling