-41.4%
OPEN vs ATI
+318.7%
-360.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.7% | +0.1% | -2.3% |
| 7D | -15.0% | +4.2% | -19.2% | -16.3% |
| 30D | -40.2% | -2.5% | -37.7% | -40.1% |
| 3M | -67.4% | -19.4% | -48.0% | -64.9% |
| 6M | -74.0% | +11.1% | -85.1% | -75.8% |
| YTD | -79.6% | +59.5% | -139.1% | -83.9% |
| 1Y | -86.1% | +85.8% | -171.9% | -89.7% |
| 3Y | -41.4% | +311.9% | -353.3% | -72.1% |
| All | -41.4% | +318.7% | -360.1% | -72.1% |
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 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