+1,090.2%
ATI vs WY
+7.6%
+1,082.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -5.6% | -4.2% | -1.5% | -2.9% |
| 30D | -13.7% | -10.1% | -3.7% | -7.6% |
| 3M | -0.4% | -8.5% | +8.1% | +4.3% |
| 6M | +26.2% | -3.3% | +29.6% | +27.3% |
| YTD | +73.2% | -4.4% | +77.6% | +74.5% |
| 1Y | +161.6% | -11.5% | +173.1% | +176.6% |
| 3Y | +346.2% | -24.3% | +370.5% | +409.3% |
| 5Y | +1,047.6% | -21.3% | +1,068.9% | +1,141.9% |
| All | +1,090.2% | +7.6% | +1,082.7% | +876.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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