+1,067.0%
ATI vs SIMO
+436.4%
+630.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.7% | -0.5% | +3.8% |
| 7D | +6.0% | -8.2% | +14.2% | +7.9% |
| 30D | -3.6% | -34.6% | +31.0% | +5.5% |
| 3M | -18.9% | -32.6% | +13.8% | -13.0% |
| 6M | +16.7% | -31.8% | +48.5% | +22.6% |
| YTD | +61.1% | +87.6% | -26.5% | +25.5% |
| 1Y | +89.3% | +86.7% | +2.6% | +47.4% |
| 3Y | +333.3% | +227.4% | +105.9% | +179.6% |
| 5Y | +954.5% | +173.0% | +781.5% | +568.4% |
| 10Y | +1,067.0% | +409.6% | +657.4% | +480.4% |
| All | +1,067.0% | +436.4% | +630.6% | +480.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling