+346.7%
ATI vs SIRI
-23.3%
+370.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.8% | -3.8% |
| 7D | -2.7% | -3.0% | +0.3% | -2.3% |
| 30D | -13.5% | +1.3% | -14.8% | -13.7% |
| 3M | +8.5% | +5.6% | +2.9% | +7.2% |
| 6M | +25.2% | +35.2% | -10.0% | +19.0% |
| YTD | +73.4% | +49.1% | +24.3% | +62.0% |
| 1Y | +160.5% | +26.8% | +133.7% | +149.1% |
| All | +346.7% | -23.3% | +370.0% | +339.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling