+86.5%
ATI vs XME
+5.2%
+81.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +8.3% | -5.5% | +13.8% | +12.0% |
| 30D | -7.3% | -11.1% | +3.9% | -0.6% |
| 3M | -10.5% | -11.1% | +0.6% | -4.9% |
| 6M | +16.4% | -18.0% | +34.4% | +28.2% |
| YTD | +56.1% | -7.4% | +63.4% | +55.3% |
| 1Y | +86.5% | +6.7% | +79.8% | +74.1% |
| All | +86.5% | +5.2% | +81.3% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling