+31,416.6%
AVGO vs ATI
+746.6%
+30,670.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.6% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -14.4% | +2.7% | -17.1% | -15.2% |
| 3M | -14.4% | +16.3% | -30.7% | -18.0% |
| 6M | +13.1% | +30.2% | -17.0% | +4.5% |
| YTD | +3.8% | +83.6% | -79.8% | -12.8% |
| 1Y | +17.8% | +173.0% | -155.2% | -11.3% |
| 3Y | +325.3% | +356.6% | -31.4% | +174.2% |
| 5Y | +689.9% | +1,074.2% | -384.3% | +287.5% |
| 10Y | +2,597.0% | +1,136.2% | +1,460.8% | +1,006.9% |
| All | +31,416.6% | +746.6% | +30,670.1% | +12,610.9% |
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