+74.5%
UBER vs ATI
+740.4%
-665.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.7% | +5.7% | +3.1% |
| 7D | -4.5% | -2.7% | -1.8% | -3.8% |
| 30D | -7.6% | -13.5% | +5.9% | -3.9% |
| 3M | +5.8% | +8.5% | -2.8% | +2.3% |
| 6M | +0.3% | +25.2% | -24.9% | -7.7% |
| YTD | -11.2% | +73.4% | -84.6% | -26.1% |
| 1Y | -23.0% | +160.5% | -183.5% | -43.6% |
| 3Y | +53.6% | +347.3% | -293.7% | -9.2% |
| 5Y | +81.9% | +1,049.0% | -967.1% | -21.9% |
| All | +74.5% | +740.4% | -665.8% | -21.9% |
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