-52.7%
INTU vs ATI
+166.4%
-219.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.7% |
| 7D | -8.5% | +2.4% | -10.9% | -7.7% |
| 30D | -6.1% | -9.5% | +3.4% | -8.9% |
| 3M | +7.3% | +10.4% | -3.0% | +11.5% |
| 6M | -33.2% | +31.8% | -65.0% | -26.9% |
| YTD | -52.2% | +80.0% | -132.1% | -47.8% |
| 1Y | -52.7% | +175.8% | -228.5% | -50.0% |
| All | -52.7% | +166.4% | -219.1% | -50.0% |
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