+1,972.6%
NOW vs ATI
+519.2%
+1,453.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.1% |
| 7D | -3.0% | +6.2% | -9.2% | -3.9% |
| 30D | -26.0% | -7.1% | -19.0% | -25.6% |
| 3M | -13.1% | -21.3% | +8.2% | -10.4% |
| 6M | +14.5% | +6.5% | +8.0% | +11.3% |
| YTD | -33.4% | +53.2% | -86.6% | -40.0% |
| 1Y | -40.6% | +82.7% | -123.3% | -48.3% |
| 3Y | -16.3% | +314.3% | -330.6% | -38.3% |
| 5Y | -26.3% | +890.9% | -917.2% | -53.6% |
| 10Y | +512.7% | +1,142.3% | -629.6% | +235.5% |
| All | +1,972.6% | +519.2% | +1,453.4% | +1,170.1% |
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