+441.0%
TEAM vs ATI
+1,024.4%
-583.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.9% |
| 7D | -22.2% | +1.3% | -23.5% | -22.4% |
| 30D | -28.1% | -4.8% | -23.4% | -27.9% |
| 3M | -2.2% | -19.9% | +17.8% | +0.1% |
| 6M | +62.2% | +15.4% | +46.9% | +57.1% |
| YTD | -8.4% | +59.2% | -67.6% | -16.4% |
| 1Y | -6.6% | +86.3% | -92.9% | -17.0% |
| 3Y | -15.7% | +318.2% | -333.9% | -34.8% |
| 5Y | -65.7% | +958.6% | -1,024.4% | -76.1% |
| 10Y | +441.0% | +996.8% | -555.8% | +281.7% |
| All | +441.0% | +1,024.4% | -583.5% | +281.7% |
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