+1,091.6%
ATI vs WWD
+490.2%
+601.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -2.5% |
| 7D | -2.7% | -2.9% | +0.2% | -0.3% |
| 30D | -13.5% | -6.6% | -6.9% | -8.7% |
| 3M | +8.5% | -9.3% | +17.8% | +16.2% |
| 6M | +25.2% | -13.6% | +38.8% | +39.4% |
| YTD | +73.4% | +10.4% | +63.0% | +56.2% |
| 1Y | +160.5% | +39.9% | +120.6% | +90.4% |
| 3Y | +347.3% | +165.0% | +182.2% | +87.0% |
| 5Y | +1,049.0% | +183.8% | +865.2% | +334.4% |
| All | +1,091.6% | +490.2% | +601.4% | +93.2% |
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