+88.4%
ATI vs SIMO
+80.9%
+7.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.7% | -0.5% | +4.3% |
| 7D | +6.0% | -8.2% | +14.2% | +7.2% |
| 30D | -3.6% | -34.6% | +31.0% | +1.6% |
| 3M | -18.9% | -32.6% | +13.8% | -15.1% |
| 6M | +16.7% | -31.8% | +48.5% | +22.2% |
| YTD | +61.1% | +87.6% | -26.5% | +51.9% |
| All | +88.4% | +80.9% | +7.5% | +77.0% |
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