+970.1%
ATI vs WWD
+442.7%
+527.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +3.0% |
| 7D | +13.0% | +8.2% | +4.8% | +6.0% |
| 30D | +0.2% | -0.2% | +0.4% | +0.8% |
| 3M | -17.5% | -8.4% | -9.1% | -11.1% |
| 6M | +18.1% | -9.5% | +27.6% | +26.9% |
| YTD | +65.7% | +10.1% | +55.6% | +50.5% |
| 1Y | +91.9% | +21.6% | +70.4% | +58.6% |
| 3Y | +335.2% | +149.6% | +185.7% | +94.0% |
| 5Y | +1,004.3% | +191.3% | +813.0% | +312.7% |
| All | +970.1% | +442.7% | +527.4% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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