+98.5%
DAL vs ATI
+363.8%
-265.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.0% | -1.2% | +0.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -13.9% | +2.7% | -16.6% | -15.1% |
| 3M | +1.1% | +16.3% | -15.2% | -5.4% |
| 6M | +26.2% | +30.2% | -3.9% | +12.4% |
| YTD | +16.4% | +83.6% | -67.1% | -9.3% |
| 1Y | +33.9% | +173.0% | -139.2% | -11.3% |
| All | +98.5% | +363.8% | -265.3% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling