+45.2%
UBER vs ATI
+358.3%
-313.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -7.0% | +2.4% | -9.4% | -7.5% |
| 30D | -8.9% | -9.5% | +0.6% | -7.1% |
| 3M | +1.0% | +10.4% | -9.4% | -1.9% |
| 6M | -3.7% | +31.8% | -35.5% | -10.9% |
| YTD | -13.0% | +80.0% | -93.0% | -25.8% |
| 1Y | -25.5% | +175.8% | -201.4% | -43.4% |
| All | +45.2% | +358.3% | -313.0% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling