+102.9%
DAL vs ATI
+871.8%
-768.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.4% | -2.3% | +0.4% |
| 7D | +8.8% | +6.2% | +2.6% | +6.2% |
| 30D | +5.4% | -7.1% | +12.5% | +7.9% |
| 3M | -4.9% | -21.3% | +16.4% | +3.7% |
| 6M | +19.8% | +6.5% | +13.4% | +14.5% |
| YTD | +27.0% | +53.2% | -26.2% | +3.8% |
| 1Y | +52.5% | +82.7% | -30.3% | +15.9% |
| 3Y | +173.8% | +314.3% | -140.5% | +37.9% |
| All | +102.9% | +871.8% | -768.9% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling