+173.0%
ATI vs SIMO
+226.2%
-53.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.7% | -5.7% | +2.0% |
| 7D | -0.1% | +4.2% | -4.3% | -0.6% |
| 30D | +2.7% | +4.1% | -1.4% | +1.9% |
| 3M | +16.3% | -12.9% | +29.2% | +16.8% |
| 6M | +30.2% | +110.3% | -80.2% | +21.0% |
| YTD | +83.6% | +178.6% | -95.0% | +62.5% |
| 1Y | +173.0% | +220.0% | -47.0% | +139.6% |
| All | +173.0% | +226.2% | -53.2% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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