+173.0%
ATI vs SEI
+105.8%
+67.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.5% | +2.2% |
| 7D | -0.1% | +10.2% | -10.3% | -2.3% |
| 30D | +2.7% | -1.0% | +3.7% | +2.9% |
| 3M | +16.3% | -27.9% | +44.2% | +23.1% |
| 6M | +30.2% | +10.4% | +19.8% | +27.2% |
| YTD | +83.6% | +20.1% | +63.4% | +74.9% |
| 1Y | +173.0% | +109.7% | +63.3% | +136.7% |
| All | +173.0% | +105.8% | +67.2% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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