+427.9%
LIN vs ATI
+1,002.4%
-574.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.0% |
| 7D | +0.2% | +13.0% | -12.7% | -1.7% |
| 30D | +6.2% | +0.2% | +6.0% | +5.8% |
| 3M | +9.3% | -17.5% | +26.8% | +12.2% |
| 6M | +4.4% | +18.1% | -13.7% | +0.4% |
| YTD | +23.7% | +65.7% | -42.0% | +11.6% |
| 1Y | +23.5% | +91.9% | -68.5% | +8.4% |
| 3Y | +35.8% | +335.2% | -299.5% | -0.4% |
| 5Y | +65.9% | +1,004.3% | -938.4% | +0.5% |
| All | +427.9% | +1,002.4% | -574.5% | +200.4% |
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