+1,831.6%
PWR vs ATI
+961.4%
+870.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | +0.6% |
| 7D | +11.3% | +4.2% | +7.1% | +9.9% |
| 30D | -8.9% | -2.5% | -6.3% | -7.8% |
| 3M | -10.5% | -19.4% | +8.9% | -3.7% |
| 6M | -22.2% | +11.1% | -33.2% | -24.8% |
| YTD | +42.7% | +59.5% | -16.8% | +22.6% |
| 1Y | +41.1% | +85.8% | -44.6% | +15.5% |
| 3Y | +242.7% | +311.9% | -69.2% | +110.9% |
| 5Y | +418.5% | +963.2% | -544.7% | +131.0% |
| All | +1,831.6% | +961.4% | +870.2% | +645.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling