+85.8%
ATI vs WST
+54.9%
+30.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -5.0% | -3.9% |
| 7D | +4.2% | +4.2% | -0.1% | +3.4% |
| 30D | -2.5% | +11.2% | -13.7% | -3.9% |
| 3M | -19.4% | +20.4% | -39.8% | -21.6% |
| 6M | +11.1% | +37.9% | -26.8% | +4.8% |
| YTD | +59.5% | +51.8% | +7.7% | +46.6% |
| 1Y | +85.8% | +56.6% | +29.1% | +68.8% |
| All | +85.8% | +54.9% | +30.8% | +68.8% |
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