+1,252.4%
ATI vs SEI
+606.2%
+646.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +16.3% | -17.9% | -6.1% |
| 7D | +3.2% | +28.8% | -25.7% | -4.5% |
| 30D | -9.0% | +10.4% | -19.4% | -12.2% |
| 3M | +15.1% | -11.4% | +26.5% | +16.5% |
| 6M | +38.1% | +31.2% | +6.9% | +23.9% |
| YTD | +80.7% | +39.7% | +40.9% | +56.6% |
| 1Y | +167.5% | +149.0% | +18.5% | +90.7% |
| 3Y | +366.0% | +560.2% | -194.2% | +103.7% |
| 5Y | +1,088.8% | +955.7% | +133.1% | +278.7% |
| All | +1,252.4% | +606.2% | +646.2% | +341.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling