+1,090.2%
ATI vs SIRI
-10.2%
+1,100.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.4% |
| 7D | -5.6% | +0.6% | -6.2% | -5.8% |
| 30D | -13.7% | +2.5% | -16.2% | -14.6% |
| 3M | -0.4% | +6.6% | -7.0% | -3.4% |
| 6M | +26.2% | +32.9% | -6.7% | +12.9% |
| YTD | +73.2% | +50.5% | +22.7% | +47.3% |
| 1Y | +161.6% | +28.0% | +133.6% | +134.2% |
| 3Y | +346.2% | -22.4% | +368.6% | +339.3% |
| 5Y | +1,047.6% | -41.3% | +1,088.9% | +1,029.8% |
| All | +1,090.2% | -10.2% | +1,100.5% | +687.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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