+37.8%
LIN vs ATI
+303.0%
-265.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | -0.2% |
| 7D | +3.6% | -3.8% | +7.4% | +3.8% |
| 30D | +6.4% | -13.5% | +19.9% | +7.4% |
| 3M | +6.5% | -17.9% | +24.4% | +7.9% |
| 6M | +4.9% | +8.4% | -3.5% | +3.2% |
| YTD | +23.4% | +46.7% | -23.2% | +17.1% |
| 1Y | +26.3% | +74.5% | -48.1% | +17.5% |
| All | +37.8% | +303.0% | -265.2% | +13.9% |
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