+211.1%
INTU vs ATI
+1,051.1%
-840.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.6% | -3.9% |
| 7D | -7.5% | +3.2% | -10.7% | -8.0% |
| 30D | -1.9% | -9.0% | +7.1% | -0.7% |
| 3M | +4.9% | +15.1% | -10.2% | +1.9% |
| 6M | -33.2% | +38.1% | -71.3% | -37.5% |
| YTD | -51.4% | +80.7% | -132.1% | -56.8% |
| 1Y | -52.0% | +167.5% | -219.5% | -60.3% |
| 3Y | -40.7% | +366.0% | -406.7% | -56.6% |
| 5Y | -41.7% | +1,088.8% | -1,130.5% | -64.0% |
| 10Y | +211.1% | +1,055.0% | -843.9% | +78.5% |
| All | +211.1% | +1,051.1% | -840.0% | +78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling