+386.0%
WDC vs ATI
+163.6%
+222.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.8% | -1.9% |
| 7D | +4.4% | -2.7% | +7.1% | +6.5% |
| 30D | +5.3% | -13.5% | +18.8% | +16.3% |
| 3M | -5.9% | +8.5% | -14.4% | -12.2% |
| 6M | +73.2% | +25.2% | +48.1% | +45.4% |
| YTD | +167.8% | +73.4% | +94.4% | +89.0% |
| 1Y | +386.0% | +160.5% | +225.5% | +233.3% |
| All | +386.0% | +163.6% | +222.3% | +233.3% |
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