+1,076.9%
ATI vs WU
-51.4%
+1,128.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | +2.4% | -4.9% | +7.3% | +3.8% |
| 30D | -9.5% | -1.3% | -8.2% | -9.3% |
| 3M | +10.4% | -3.6% | +13.9% | +9.3% |
| 6M | +31.8% | -24.3% | +56.1% | +41.0% |
| YTD | +80.0% | -21.1% | +101.1% | +88.6% |
| 1Y | +175.8% | -10.3% | +186.1% | +174.4% |
| 3Y | +364.2% | -28.4% | +392.6% | +389.8% |
| 5Y | +1,076.9% | -51.2% | +1,128.1% | +1,358.0% |
| All | +1,076.9% | -51.4% | +1,128.3% | +1,358.0% |
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 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