+140.4%
CI vs ATI
+1,051.1%
-910.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.5% |
| 7D | -2.0% | +3.2% | -5.2% | -2.6% |
| 30D | -1.8% | -9.0% | +7.2% | -0.2% |
| 3M | -4.2% | +15.1% | -19.3% | -7.2% |
| 6M | +2.7% | +38.1% | -35.4% | -4.5% |
| YTD | +1.9% | +80.7% | -78.7% | -10.2% |
| 1Y | -6.3% | +167.5% | -173.8% | -23.8% |
| 3Y | +3.9% | +366.0% | -362.1% | -27.0% |
| 5Y | +41.9% | +1,088.8% | -1,046.9% | -21.0% |
| 10Y | +140.4% | +1,055.0% | -914.6% | +16.7% |
| All | +140.4% | +1,051.1% | -910.7% | +16.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling