+2,425.3%
PWR vs ATI
+1,068.2%
+1,357.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +2.7% | +2.4% | +0.2% | +1.8% |
| 30D | -5.1% | -9.5% | +4.4% | -2.0% |
| 3M | -9.4% | +10.4% | -19.7% | -12.4% |
| 6M | +10.4% | +31.8% | -21.4% | +0.4% |
| YTD | +48.6% | +80.0% | -31.3% | +22.5% |
| 1Y | +68.0% | +175.8% | -107.8% | +20.7% |
| 3Y | +204.7% | +364.2% | -159.5% | +80.6% |
| 5Y | +451.9% | +1,076.9% | -624.9% | +137.9% |
| 10Y | +2,425.3% | +1,178.1% | +1,247.2% | +807.1% |
| All | +2,425.3% | +1,068.2% | +1,357.1% | +807.1% |
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 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