+373.5%
ATI vs SBAC
-9.2%
+382.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.0% |
| 7D | -0.1% | -0.8% | +0.7% | -0.1% |
| 30D | +2.7% | +6.9% | -4.2% | +2.8% |
| 3M | +16.3% | -8.2% | +24.5% | +16.6% |
| 6M | +30.2% | -1.6% | +31.8% | +31.3% |
| YTD | +83.6% | -0.1% | +83.7% | +85.2% |
| 1Y | +173.0% | -0.5% | +173.5% | +175.4% |
| All | +373.5% | -9.2% | +382.7% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 3y: compounded portfolio wealth divided by compounded SBAC 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…
3y analysis · Full analysis span regression · 6 months rolling