+346.2%
ATI vs SCCO
+177.0%
+169.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.6% | -2.7% | -3.0% | -4.8% |
| 30D | -13.7% | -0.7% | -13.0% | -14.0% |
| 3M | -0.4% | +8.1% | -8.5% | -4.6% |
| 6M | +26.2% | +4.1% | +22.1% | +21.6% |
| YTD | +73.2% | +41.1% | +32.1% | +47.4% |
| 1Y | +161.6% | +95.6% | +66.1% | +96.2% |
| 3Y | +346.2% | +179.3% | +166.9% | +175.0% |
| All | +346.2% | +177.0% | +169.1% | +175.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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