+678.3%
DELL vs ATI
+358.3%
+320.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | +8.7% | +2.4% | +6.3% | +7.7% |
| 30D | +16.9% | -9.5% | +26.4% | +21.7% |
| 3M | +40.4% | +10.4% | +30.1% | +34.5% |
| 6M | +267.1% | +31.8% | +235.3% | +227.3% |
| YTD | +329.1% | +80.0% | +249.1% | +239.5% |
| 1Y | +346.9% | +175.8% | +171.1% | +199.2% |
| All | +678.3% | +358.3% | +320.0% | +348.3% |
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