+978.9%
ATI vs WWD
+10,026.4%
-9,047.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.3% |
| 7D | +4.2% | +4.0% | +0.2% | +1.5% |
| 30D | -2.5% | +0.4% | -2.9% | -2.3% |
| 3M | -19.4% | -7.9% | -11.5% | -14.5% |
| 6M | +11.1% | -10.6% | +21.7% | +19.2% |
| YTD | +59.5% | +9.4% | +50.1% | +49.5% |
| 1Y | +85.8% | +25.7% | +60.0% | +57.6% |
| 3Y | +311.9% | +148.5% | +163.4% | +122.4% |
| 5Y | +963.2% | +189.5% | +773.7% | +407.2% |
| 10Y | +977.6% | +451.8% | +525.9% | +254.1% |
| All | +978.9% | +10,026.4% | -9,047.6% | +16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling