+360.5%
BE vs ATI
+176.2%
+184.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.0% | +4.4% | +4.3% |
| 7D | +20.0% | -0.1% | +20.0% | +20.1% |
| 30D | +7.9% | +2.7% | +5.2% | +3.9% |
| 3M | -13.2% | +16.3% | -29.5% | -24.4% |
| 6M | +53.5% | +30.2% | +23.3% | +19.0% |
| YTD | +191.0% | +83.6% | +107.5% | +45.1% |
| 1Y | +360.5% | +173.0% | +187.5% | +56.1% |
| All | +360.5% | +176.2% | +184.3% | +56.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling