+86.3%
ATI vs WST
+52.5%
+33.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | +1.3% | +1.4% | 0.0% | +1.1% |
| 30D | -4.8% | +12.7% | -17.5% | -6.2% |
| 3M | -19.9% | +17.2% | -37.1% | -21.6% |
| 6M | +15.4% | +26.7% | -11.3% | +10.8% |
| YTD | +59.2% | +50.3% | +8.9% | +46.6% |
| 1Y | +86.3% | +50.2% | +36.0% | +70.7% |
| All | +86.3% | +52.5% | +33.7% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling