+391.4%
MUU vs ATI
+88.3%
+303.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.4% | -4.7% | -5.6% |
| 7D | +43.7% | +13.0% | +30.7% | +19.5% |
| 30D | -37.2% | +0.2% | -37.4% | -35.3% |
| 3M | -36.1% | -17.5% | -18.6% | -9.1% |
| 6M | -35.7% | +18.1% | -53.8% | -44.0% |
| YTD | +264.0% | +65.7% | +198.3% | +66.2% |
| All | +391.4% | +88.3% | +303.0% | +71.3% |
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