+173.0%
ATI vs SMTC
+154.8%
+18.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.2% | -6.2% | +0.6% |
| 7D | -0.1% | +12.7% | -12.8% | -3.2% |
| 30D | +2.7% | +22.0% | -19.3% | -3.5% |
| 3M | +16.3% | -12.7% | +29.0% | +17.0% |
| 6M | +30.2% | +64.8% | -34.6% | +7.9% |
| YTD | +83.6% | +100.7% | -17.1% | +44.6% |
| 1Y | +173.0% | +146.9% | +26.1% | +101.7% |
| All | +173.0% | +154.8% | +18.2% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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