+1,135.8%
URI vs ATI
+961.4%
+174.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | +0.3% |
| 7D | +6.7% | +4.2% | +2.6% | +5.0% |
| 30D | +8.9% | -2.5% | +11.4% | +9.3% |
| 3M | +0.5% | -19.4% | +20.0% | +8.8% |
| 6M | +20.7% | +11.1% | +9.6% | +13.3% |
| YTD | +40.0% | +59.5% | -19.5% | +11.9% |
| 1Y | +34.4% | +85.8% | -51.4% | +0.7% |
| 3Y | +149.5% | +311.9% | -162.4% | +23.8% |
| 5Y | +205.6% | +963.2% | -757.7% | -2.5% |
| All | +1,135.8% | +961.4% | +174.4% | +261.7% |
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 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