+1,055.0%
ATI vs WST
+321.8%
+733.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +3.2% | -0.3% | +3.4% | +3.2% |
| 30D | -9.0% | -4.6% | -4.4% | -8.2% |
| 3M | +15.1% | +5.7% | +9.4% | +13.5% |
| 6M | +38.1% | +37.6% | +0.6% | +28.5% |
| YTD | +80.7% | +23.0% | +57.6% | +71.6% |
| 1Y | +167.5% | +33.8% | +133.7% | +149.4% |
| 3Y | +366.0% | -13.4% | +379.3% | +351.8% |
| 5Y | +1,088.8% | -27.0% | +1,115.7% | +1,075.9% |
| 10Y | +1,055.0% | +324.5% | +730.4% | +377.2% |
| All | +1,055.0% | +321.8% | +733.2% | +377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 10y: compounded portfolio wealth divided by compounded WST 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…
10y analysis · Full analysis span regression · 6 months rolling