+1,088.8%
ATI vs SBAC
-43.9%
+1,132.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +3.2% | -0.1% | +3.2% | +3.2% |
| 30D | -9.0% | +3.2% | -12.2% | -9.3% |
| 3M | +15.1% | -5.1% | +20.1% | +15.7% |
| 6M | +38.1% | -2.1% | +40.2% | +38.5% |
| YTD | +80.7% | -0.5% | +81.2% | +80.5% |
| 1Y | +167.5% | +1.1% | +166.4% | +166.1% |
| 3Y | +366.0% | -7.4% | +373.4% | +361.6% |
| 5Y | +1,088.8% | -44.3% | +1,133.1% | +1,189.5% |
| All | +1,088.8% | -43.9% | +1,132.7% | +1,189.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling