+989.2%
ATI vs WST
+6,467.4%
-5,478.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.3% | +1.8% | +3.7% |
| 7D | +6.0% | +1.3% | +4.7% | +5.5% |
| 30D | -3.6% | +12.9% | -16.5% | -8.4% |
| 3M | -18.9% | +16.7% | -35.5% | -24.3% |
| 6M | +16.7% | +26.8% | -10.1% | +4.4% |
| YTD | +61.1% | +50.5% | +10.6% | +32.2% |
| 1Y | +89.3% | +52.9% | +36.4% | +54.0% |
| 3Y | +333.3% | +23.9% | +309.4% | +234.0% |
| 5Y | +954.5% | +1.0% | +953.4% | +746.9% |
| 10Y | +1,067.0% | +451.4% | +615.6% | +201.7% |
| All | +989.2% | +6,467.4% | -5,478.2% | -25.5% |
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