+1,121.6%
ATI vs WY
+150.8%
+970.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -0.5% |
| 7D | +3.2% | -2.1% | +5.2% | +4.8% |
| 30D | -9.0% | -10.5% | +1.5% | -1.2% |
| 3M | +15.1% | -4.9% | +20.0% | +17.7% |
| 6M | +38.1% | -4.9% | +43.0% | +41.0% |
| YTD | +80.7% | -1.7% | +82.3% | +78.1% |
| 1Y | +167.5% | -9.4% | +176.9% | +179.0% |
| 3Y | +366.0% | -22.3% | +388.3% | +427.0% |
| 5Y | +1,088.8% | -20.5% | +1,109.3% | +1,180.8% |
| 10Y | +1,055.0% | +4.9% | +1,050.1% | +822.6% |
| All | +1,121.6% | +150.8% | +970.8% | +375.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling