+85.4%
BE vs ATI
+81.3%
+4.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.7% | -1.2% | -1.1% |
| 7D | +10.8% | +4.2% | +6.7% | +7.0% |
| 30D | -19.8% | -2.5% | -17.3% | -17.0% |
| 3M | -18.7% | -19.4% | +0.7% | +1.4% |
| 6M | -33.7% | +11.1% | -44.8% | -38.2% |
| YTD | +121.0% | +59.5% | +61.4% | +11.6% |
| 1Y | +85.4% | +85.8% | -0.4% | -27.9% |
| All | +85.4% | +81.3% | +4.1% | -27.9% |
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