-65.2%
TEAM vs ATI
+958.1%
-1,023.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | -0.1% |
| 7D | -17.2% | +6.0% | -23.2% | -18.2% |
| 30D | -25.1% | -3.6% | -21.4% | -24.8% |
| 3M | +3.9% | -18.9% | +22.8% | +7.4% |
| 6M | +69.1% | +16.7% | +52.4% | +59.8% |
| YTD | -4.5% | +61.1% | -65.5% | -19.6% |
| 1Y | -1.9% | +89.3% | -91.2% | -21.5% |
| 3Y | -9.3% | +333.3% | -342.6% | -47.0% |
| 5Y | -65.2% | +954.5% | -1,019.6% | -82.7% |
| All | -65.2% | +958.1% | -1,023.3% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling