+935.8%
ATI vs WST
+6,256.3%
-5,320.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.6% | +3.6% |
| 7D | +6.2% | -3.1% | +9.3% | +7.7% |
| 30D | -7.1% | +9.1% | -16.2% | -10.4% |
| 3M | -21.3% | +14.7% | -36.0% | -26.1% |
| 6M | +6.5% | +28.0% | -21.5% | -5.2% |
| YTD | +53.2% | +45.6% | +7.5% | +27.4% |
| 1Y | +82.7% | +45.7% | +37.1% | +51.7% |
| 3Y | +314.3% | +21.1% | +293.2% | +222.0% |
| 5Y | +890.9% | +0.3% | +890.6% | +694.9% |
| 10Y | +1,142.3% | +449.0% | +693.3% | +219.8% |
| All | +935.8% | +6,256.3% | -5,320.5% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling