+796.8%
D vs ATI
+1,117.2%
-320.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.8% |
| 7D | +1.5% | -0.1% | +1.5% | +1.4% |
| 30D | -2.6% | +2.7% | -5.3% | -3.0% |
| 3M | 0.0% | +16.3% | -16.3% | -2.0% |
| 6M | +7.4% | +30.2% | -22.8% | +3.5% |
| YTD | +15.9% | +83.6% | -67.7% | +7.5% |
| 1Y | +18.1% | +173.0% | -154.9% | +4.4% |
| 3Y | +58.4% | +356.6% | -298.3% | +29.1% |
| 5Y | +5.2% | +1,074.2% | -1,069.0% | -24.6% |
| 10Y | +35.9% | +1,136.2% | -1,100.4% | -12.2% |
| All | +796.8% | +1,117.2% | -320.4% | +338.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling