+1,094.3%
ATI vs SEI
+605.9%
+488.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.4% |
| 7D | +4.2% | +10.5% | -6.3% | +1.3% |
| 30D | -2.5% | -8.0% | +5.5% | -1.6% |
| 3M | -19.4% | +6.7% | -26.2% | -23.2% |
| 6M | +11.1% | -17.0% | +28.1% | +11.7% |
| YTD | +59.5% | +39.7% | +19.9% | +35.3% |
| 1Y | +85.8% | +43.2% | +42.6% | +55.1% |
| 3Y | +311.9% | +676.3% | -364.4% | +66.8% |
| 5Y | +963.2% | +891.0% | +72.2% | +242.8% |
| All | +1,094.3% | +605.9% | +488.4% | +281.5% |
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