+3,014.9%
MU vs ATI
+1,117.2%
+1,897.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.1% | +5.0% |
| 7D | +9.0% | -0.1% | +9.0% | +9.0% |
| 30D | +13.8% | +2.7% | +11.1% | +12.3% |
| 3M | +2.1% | +16.3% | -14.2% | -2.8% |
| 6M | +153.8% | +30.2% | +123.6% | +132.1% |
| YTD | +256.4% | +83.6% | +172.8% | +187.4% |
| 1Y | +719.8% | +173.0% | +546.8% | +470.2% |
| 3Y | +1,360.4% | +356.6% | +1,003.7% | +720.6% |
| 5Y | +1,312.4% | +1,074.2% | +238.2% | +437.8% |
| 10Y | +6,142.6% | +1,136.2% | +5,006.4% | +1,769.9% |
| All | +3,014.9% | +1,117.2% | +1,897.7% | +550.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling