+930.3%
ATI vs WU
-38.9%
+969.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -4.4% |
| 7D | +4.2% | -2.0% | +6.2% | +5.1% |
| 30D | -2.5% | +11.4% | -13.9% | -8.9% |
| 3M | -19.4% | -6.8% | -12.6% | -17.6% |
| 6M | +11.1% | -14.6% | +25.7% | +15.5% |
| YTD | +59.5% | -20.6% | +80.2% | +70.2% |
| 1Y | +85.8% | -15.4% | +101.1% | +89.7% |
| 3Y | +311.9% | -23.6% | +335.5% | +327.5% |
| 5Y | +963.2% | -43.4% | +1,006.6% | +1,193.1% |
| All | +930.3% | -38.9% | +969.2% | +1,091.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling