+35.8%
EQT vs ATI
+341.5%
-305.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.1% |
| 7D | -1.2% | -2.7% | +1.5% | -0.8% |
| 30D | +1.1% | -13.5% | +14.6% | +3.2% |
| 3M | +4.8% | +8.5% | -3.7% | +2.9% |
| 6M | -10.6% | +25.2% | -35.8% | -14.8% |
| YTD | +3.4% | +73.4% | -70.0% | -8.0% |
| 1Y | +8.7% | +160.5% | -151.8% | -12.2% |
| All | +35.8% | +341.5% | -305.7% | -5.7% |
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 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