+258.0%
ATI vs ZYBT
-58.9%
+316.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.1% |
| 7D | -5.6% | -3.7% | -1.9% | -5.6% |
| 30D | -13.7% | 0.0% | -13.7% | -13.7% |
| 3M | -0.4% | +72.2% | -72.6% | -0.6% |
| 6M | +26.2% | +103.1% | -76.9% | +24.6% |
| YTD | +73.2% | +34.8% | +38.4% | +72.4% |
| 1Y | +161.6% | -83.2% | +244.8% | +174.5% |
| All | +258.0% | -58.9% | +316.9% | +235.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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