+949.2%
ATI vs SEI
+889.7%
+59.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.5% |
| 7D | +4.2% | +10.5% | -6.3% | +2.1% |
| 30D | -2.5% | -8.0% | +5.5% | -1.8% |
| 3M | -19.4% | +6.7% | -26.2% | -21.9% |
| 6M | +11.1% | -17.0% | +28.1% | +11.8% |
| YTD | +59.5% | +39.7% | +19.9% | +43.7% |
| 1Y | +85.8% | +43.2% | +42.6% | +65.7% |
| 3Y | +311.9% | +676.3% | -364.4% | +142.9% |
| All | +949.2% | +889.7% | +59.5% | +432.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling