+1,025.5%
ATI vs WTW
+42.0%
+983.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.6% | -5.7% | +0.1% | -4.2% |
| 30D | -13.7% | -7.3% | -6.5% | -12.1% |
| 3M | -0.4% | +21.5% | -21.8% | -6.4% |
| 6M | +26.2% | +9.6% | +16.6% | +21.7% |
| YTD | +73.2% | -3.3% | +76.5% | +74.3% |
| 1Y | +161.6% | -6.1% | +167.7% | +166.4% |
| 3Y | +346.2% | +61.8% | +284.3% | +223.2% |
| All | +1,025.5% | +42.0% | +983.5% | +755.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling