+345.6%
AVGO vs ATI
+361.7%
-16.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.6% |
| 7D | -0.3% | +3.2% | -3.5% | -1.6% |
| 30D | -13.8% | -9.0% | -4.8% | -10.6% |
| 3M | -6.9% | +15.1% | -22.0% | -12.6% |
| 6M | +11.9% | +38.1% | -26.2% | -3.3% |
| YTD | +6.9% | +80.7% | -73.8% | -18.2% |
| 1Y | +7.4% | +167.5% | -160.1% | -30.7% |
| 3Y | +345.6% | +366.0% | -20.4% | +135.9% |
| All | +345.6% | +361.7% | -16.2% | +135.9% |
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