+1,294.7%
ATI vs WTW
+1,102.0%
+192.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -5.6% | -5.7% | +0.1% | -2.4% |
| 30D | -13.7% | -7.3% | -6.5% | -10.1% |
| 3M | -0.4% | +21.5% | -21.8% | -12.8% |
| 6M | +26.2% | +9.6% | +16.6% | +15.2% |
| YTD | +73.2% | -3.3% | +76.5% | +68.5% |
| 1Y | +161.6% | -6.1% | +167.7% | +158.3% |
| 3Y | +346.2% | +61.8% | +284.3% | +199.4% |
| 5Y | +1,047.6% | +42.7% | +1,005.0% | +726.0% |
| 10Y | +1,130.0% | +197.2% | +932.8% | +433.5% |
| All | +1,294.7% | +1,102.0% | +192.7% | +312.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling