+104.3%
DAL vs ATI
+961.4%
-857.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +1.1% |
| 7D | -1.1% | +4.2% | -5.2% | -2.7% |
| 30D | +12.8% | -2.5% | +15.4% | +13.2% |
| 3M | -5.3% | -19.4% | +14.1% | +2.0% |
| 6M | +22.4% | +11.1% | +11.3% | +15.3% |
| YTD | +25.6% | +59.5% | -33.9% | +2.0% |
| 1Y | +45.5% | +85.8% | -40.3% | +11.2% |
| 3Y | +161.0% | +311.9% | -150.9% | +38.2% |
| 5Y | +112.2% | +963.2% | -851.0% | -25.1% |
| All | +104.3% | +961.4% | -857.1% | -38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling