+662.1%
MU vs ATI
+166.0%
+496.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.4% |
| 7D | +7.2% | +3.2% | +4.0% | +4.8% |
| 30D | +14.0% | -9.0% | +23.0% | +22.0% |
| 3M | +5.4% | +15.1% | -9.7% | -4.3% |
| 6M | +170.3% | +38.1% | +132.1% | +120.8% |
| YTD | +250.7% | +80.7% | +170.0% | +154.3% |
| 1Y | +662.1% | +167.5% | +494.6% | +407.4% |
| All | +662.1% | +166.0% | +496.1% | +407.4% |
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 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