+30,355.4%
AVGO vs ATI
+653.6%
+29,701.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +3.3% |
| 7D | +6.1% | +4.7% | +1.4% | +4.9% |
| 30D | -2.7% | -0.2% | -2.4% | -2.7% |
| 3M | -16.9% | -18.5% | +1.6% | -12.3% |
| 6M | -19.1% | +16.4% | -35.5% | -22.7% |
| YTD | +0.3% | +63.4% | -63.1% | -13.1% |
| 1Y | -1.2% | +91.5% | -92.7% | -18.0% |
| 3Y | +272.4% | +329.2% | -56.8% | +144.7% |
| 5Y | +579.0% | +966.7% | -387.7% | +243.1% |
| 10Y | +2,584.7% | +1,003.8% | +1,581.0% | +1,047.8% |
| All | +30,355.4% | +653.6% | +29,701.7% | +12,561.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling