+318.2%
ATI vs WWD
+155.8%
+162.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.4% |
| 7D | +1.3% | +0.4% | +0.9% | +1.1% |
| 30D | -4.8% | -0.4% | -4.3% | -4.1% |
| 3M | -19.9% | -6.1% | -13.8% | -16.0% |
| 6M | +15.4% | -9.5% | +24.9% | +23.0% |
| YTD | +59.2% | +10.8% | +48.4% | +45.8% |
| 1Y | +86.3% | +23.5% | +62.7% | +55.8% |
| 3Y | +318.2% | +151.3% | +167.0% | +100.0% |
| All | +318.2% | +155.8% | +162.4% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling