+319.1%
DELL vs ATI
+176.2%
+142.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | +0.1% |
| 7D | +14.9% | -0.1% | +14.9% | +14.9% |
| 30D | +13.3% | +2.7% | +10.6% | +11.6% |
| 3M | +24.4% | +16.3% | +8.1% | +15.7% |
| 6M | +258.0% | +30.2% | +227.8% | +218.1% |
| YTD | +320.2% | +83.6% | +236.6% | +228.0% |
| 1Y | +319.1% | +173.0% | +146.1% | +186.7% |
| All | +319.1% | +176.2% | +142.8% | +186.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling