+1,196.6%
ATI vs SEI
+644.4%
+552.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -1.5% |
| 7D | -5.6% | +22.6% | -28.2% | -11.4% |
| 30D | -13.7% | +9.1% | -22.8% | -16.5% |
| 3M | -0.4% | -11.3% | +11.0% | +0.8% |
| 6M | +26.2% | +22.0% | +4.2% | +15.5% |
| YTD | +73.2% | +47.3% | +25.9% | +47.8% |
| 1Y | +161.6% | +124.8% | +36.8% | +93.0% |
| 3Y | +346.2% | +591.3% | -245.1% | +92.4% |
| 5Y | +1,047.6% | +1,008.2% | +39.4% | +260.6% |
| All | +1,196.6% | +644.4% | +552.2% | +316.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling