+86.5%
ATI vs WU
-18.0%
+104.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.4% | -6.1% | -0.2% |
| 7D | +8.3% | +8.2% | +0.1% | +9.2% |
| 30D | -7.3% | +8.0% | -15.3% | -6.6% |
| 3M | -10.5% | -6.6% | -3.9% | -10.7% |
| 6M | +16.4% | -23.3% | +39.6% | +15.1% |
| YTD | +56.1% | -22.4% | +78.5% | +54.2% |
| 1Y | +86.5% | -18.0% | +104.5% | +81.6% |
| All | +86.5% | -18.0% | +104.5% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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