+443.6%
TEAM vs ATI
+961.4%
-517.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | -1.1% |
| 7D | -2.4% | +4.2% | -6.6% | -2.9% |
| 30D | -26.7% | -2.5% | -24.2% | -26.7% |
| 3M | -9.6% | -19.4% | +9.8% | -7.6% |
| 6M | +86.0% | +11.1% | +75.0% | +81.2% |
| YTD | -7.5% | +59.5% | -67.0% | -15.6% |
| 1Y | -1.4% | +85.8% | -87.1% | -12.2% |
| 3Y | -14.3% | +311.9% | -326.2% | -33.6% |
| 5Y | -66.3% | +963.2% | -1,029.5% | -76.5% |
| All | +443.6% | +961.4% | -517.8% | +276.1% |
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