+978.0%
MU vs ATI
+334.9%
+643.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -2.4% |
| 7D | +21.6% | +13.0% | +8.7% | +13.4% |
| 30D | -16.2% | +0.2% | -16.4% | -16.3% |
| 3M | -12.4% | -17.5% | +5.1% | -2.3% |
| 6M | +4.2% | +18.1% | -13.9% | -3.7% |
| YTD | +180.0% | +65.7% | +114.3% | +115.8% |
| 1Y | +226.4% | +91.9% | +134.5% | +134.3% |
| All | +978.0% | +334.9% | +643.2% | +416.9% |
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