+327.1%
NET vs ATI
+363.8%
-36.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.0% | -5.0% | -2.9% |
| 7D | -7.0% | -0.1% | -6.9% | -7.0% |
| 30D | -4.8% | +2.7% | -7.5% | -5.9% |
| 3M | +3.8% | +16.3% | -12.5% | -2.3% |
| 6M | +50.0% | +30.2% | +19.9% | +34.6% |
| YTD | +41.5% | +83.6% | -42.1% | +11.1% |
| 1Y | +32.8% | +173.0% | -140.2% | -11.3% |
| All | +327.1% | +363.8% | -36.7% | +118.4% |
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 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