+1,157.2%
URI vs ATI
+1,051.1%
+106.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.2% |
| 7D | +2.5% | +3.2% | -0.6% | +1.2% |
| 30D | -12.5% | -9.0% | -3.5% | -9.2% |
| 3M | -6.2% | +15.1% | -21.3% | -12.2% |
| 6M | +25.9% | +38.1% | -12.3% | +8.2% |
| YTD | +26.2% | +80.7% | -54.5% | -3.4% |
| 1Y | +5.5% | +167.5% | -162.0% | -32.5% |
| 3Y | +125.0% | +366.0% | -241.0% | +6.8% |
| 5Y | +210.4% | +1,088.8% | -878.3% | -5.3% |
| 10Y | +1,157.2% | +1,055.0% | +102.2% | +232.2% |
| All | +1,157.2% | +1,051.1% | +106.1% | +232.2% |
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