+276.6%
AVGO vs ATI
+328.8%
-52.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +2.9% |
| 7D | +6.1% | +4.7% | +1.4% | +4.2% |
| 30D | -2.7% | -0.2% | -2.4% | -2.7% |
| 3M | -16.9% | -18.5% | +1.6% | -9.9% |
| 6M | -19.1% | +16.4% | -35.5% | -24.8% |
| YTD | +0.3% | +63.4% | -63.1% | -20.6% |
| 1Y | -1.2% | +91.5% | -92.7% | -27.1% |
| All | +276.6% | +328.8% | -52.2% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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