+366.0%
ATI vs WWD
+164.2%
+201.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.4% | -0.1% |
| 7D | +3.2% | +0.8% | +2.4% | +2.6% |
| 30D | -9.0% | -6.4% | -2.6% | -4.7% |
| 3M | +15.1% | -5.6% | +20.7% | +18.6% |
| 6M | +38.1% | -9.1% | +47.2% | +46.5% |
| YTD | +80.7% | +12.5% | +68.1% | +62.7% |
| 1Y | +167.5% | +41.3% | +126.2% | +100.0% |
| 3Y | +366.0% | +170.2% | +195.8% | +104.8% |
| All | +366.0% | +164.2% | +201.8% | +104.8% |
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 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