+1.3%
BBY vs ATI
+1,029.4%
-1,028.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +0.6% | -5.6% | +6.2% | +1.9% |
| 30D | +9.4% | -13.7% | +23.1% | +13.1% |
| 3M | +19.3% | -0.4% | +19.7% | +18.5% |
| 6M | +47.9% | +26.2% | +21.7% | +37.4% |
| YTD | +39.6% | +73.2% | -33.6% | +18.4% |
| 1Y | +22.2% | +161.6% | -139.4% | -7.7% |
| 3Y | +45.0% | +346.2% | -301.2% | -9.5% |
| All | +1.3% | +1,029.4% | -1,028.1% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling