+312.3%
DELL vs ATI
+163.6%
+148.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.7% | -1.7% | -3.7% |
| 7D | -1.9% | -2.7% | +0.8% | -0.6% |
| 30D | +14.9% | -13.5% | +28.4% | +22.7% |
| 3M | +37.2% | +8.5% | +28.7% | +31.8% |
| 6M | +254.0% | +25.2% | +228.8% | +221.3% |
| YTD | +306.1% | +73.4% | +232.7% | +226.6% |
| 1Y | +312.3% | +160.5% | +151.8% | +191.1% |
| All | +312.3% | +163.6% | +148.6% | +191.1% |
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 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