+1,004.3%
ATI vs WU
-43.2%
+1,047.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.7% |
| 7D | +13.0% | -5.3% | +18.2% | +14.2% |
| 30D | +0.2% | +9.0% | -8.8% | -2.2% |
| 3M | -17.5% | -3.6% | -13.9% | -17.3% |
| 6M | +18.1% | -19.4% | +37.5% | +22.9% |
| YTD | +65.7% | -21.7% | +87.4% | +72.8% |
| 1Y | +91.9% | -16.1% | +108.0% | +95.0% |
| 3Y | +335.2% | -24.1% | +359.4% | +348.0% |
| 5Y | +1,004.3% | -44.1% | +1,048.4% | +1,131.3% |
| All | +1,004.3% | -43.2% | +1,047.5% | +1,131.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling