+33.1%
URI vs ATI
+87.1%
-54.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +5.2% | +1.7% | +5.2% |
| 7D | -4.0% | +6.0% | -10.0% | -5.7% |
| 30D | +6.8% | -3.6% | +10.4% | +7.7% |
| 3M | -2.8% | -18.9% | +16.1% | +4.3% |
| 6M | +20.9% | +16.7% | +4.2% | +11.7% |
| YTD | +40.2% | +61.1% | -20.8% | +4.5% |
| All | +33.1% | +87.1% | -54.0% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling