+1,228.2%
WDC vs ATI
+1,155.5%
+72.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.8% | -3.1% |
| 7D | +4.4% | -2.7% | +7.1% | +5.5% |
| 30D | +5.3% | -13.5% | +18.8% | +11.0% |
| 3M | -5.9% | +8.5% | -14.4% | -8.7% |
| 6M | +73.2% | +25.2% | +48.1% | +60.1% |
| YTD | +167.8% | +73.4% | +94.4% | +121.9% |
| 1Y | +386.0% | +160.5% | +225.5% | +249.7% |
| 3Y | +1,309.7% | +347.3% | +962.4% | +704.2% |
| 5Y | +957.1% | +1,049.0% | -91.9% | +322.6% |
| All | +1,228.2% | +1,155.5% | +72.6% | +406.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling