+389.6%
BE vs ATI
+166.4%
+223.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.5% |
| 7D | +23.9% | +2.4% | +21.5% | +21.0% |
| 30D | +27.8% | -9.5% | +37.3% | +41.6% |
| 3M | +3.7% | +10.4% | -6.6% | -5.4% |
| 6M | +78.0% | +31.8% | +46.1% | +34.0% |
| YTD | +209.9% | +80.0% | +129.9% | +54.5% |
| 1Y | +389.6% | +175.8% | +213.8% | +60.9% |
| All | +389.6% | +166.4% | +223.2% | +60.9% |
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 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