+41.1%
PWR vs ATI
+81.3%
-40.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | +1.7% |
| 7D | +11.3% | +4.2% | +7.1% | +8.6% |
| 30D | -8.9% | -2.5% | -6.3% | -7.4% |
| 3M | -10.5% | -19.4% | +8.9% | +1.1% |
| 6M | -22.2% | +11.1% | -33.2% | -27.9% |
| YTD | +42.7% | +59.5% | -16.8% | -0.3% |
| 1Y | +41.1% | +85.8% | -44.6% | -9.6% |
| All | +41.1% | +81.3% | -40.2% | -9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling