+502.9%
TEAM vs ATI
+1,068.2%
-565.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -4.7% | +2.4% | -7.1% | -4.9% |
| 30D | +17.0% | -9.5% | +26.5% | +18.4% |
| 3M | +85.9% | +10.4% | +75.5% | +82.4% |
| 6M | +116.7% | +31.8% | +84.8% | +106.1% |
| YTD | +9.6% | +80.0% | -70.4% | -1.1% |
| 1Y | -2.5% | +175.8% | -178.4% | -18.1% |
| 3Y | -14.0% | +364.2% | -378.2% | -34.1% |
| 5Y | -53.1% | +1,076.9% | -1,129.9% | -67.7% |
| 10Y | +502.9% | +1,178.1% | -675.2% | +294.4% |
| All | +502.9% | +1,068.2% | -565.3% | +294.4% |
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