+3,003.4%
PWR vs ATI
+955.8%
+2,047.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.0% |
| 7D | -11.2% | +1.3% | -12.6% | -11.3% |
| 30D | -17.4% | -4.8% | -12.6% | -15.7% |
| 3M | -11.7% | -19.9% | +8.2% | -4.3% |
| 6M | -21.7% | +15.4% | -37.1% | -25.6% |
| YTD | +38.3% | +59.2% | -20.9% | +17.1% |
| 1Y | +29.6% | +86.3% | -56.7% | +3.8% |
| 3Y | +236.1% | +318.2% | -82.1% | +94.7% |
| 5Y | +406.3% | +958.6% | -552.3% | +102.4% |
| 10Y | +1,796.7% | +996.8% | +800.0% | +505.9% |
| All | +3,003.4% | +955.8% | +2,047.6% | +607.0% |
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