+186.6%
MU vs ATI
+85.0%
+101.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.2% |
| 7D | -15.2% | +1.3% | -16.5% | -15.4% |
| 30D | -29.5% | -4.8% | -24.8% | -26.5% |
| 3M | -15.8% | -19.9% | +4.2% | +1.6% |
| 6M | -2.9% | +15.4% | -18.2% | -12.0% |
| YTD | +154.2% | +59.2% | +95.0% | +64.1% |
| 1Y | +186.6% | +86.3% | +100.3% | +53.8% |
| All | +186.6% | +85.0% | +101.6% | +53.8% |
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