+1,091.6%
ATI vs WU
-39.5%
+1,131.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -2.9% | -3.3% |
| 7D | -2.7% | -5.0% | +2.3% | 0.0% |
| 30D | -13.5% | -2.3% | -11.2% | -12.7% |
| 3M | +8.5% | -3.2% | +11.7% | +6.3% |
| 6M | +25.2% | -25.0% | +50.2% | +41.9% |
| YTD | +73.4% | -21.7% | +95.1% | +89.2% |
| 1Y | +160.5% | -9.0% | +169.5% | +155.0% |
| 3Y | +347.3% | -28.9% | +376.2% | +390.1% |
| 5Y | +1,049.0% | -51.0% | +1,100.0% | +1,503.3% |
| All | +1,091.6% | -39.5% | +1,131.1% | +1,411.9% |
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