+1,090.2%
ATI vs SMTC
+548.2%
+542.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -1.8% |
| 7D | -5.6% | +13.1% | -18.7% | -9.6% |
| 30D | -13.7% | +19.5% | -33.2% | -19.6% |
| 3M | -0.4% | +2.2% | -2.6% | -4.1% |
| 6M | +26.2% | +94.9% | -68.6% | -4.3% |
| YTD | +73.2% | +127.0% | -53.7% | +24.0% |
| 1Y | +161.6% | +174.6% | -13.0% | +73.4% |
| 3Y | +346.2% | +615.9% | -269.8% | +68.2% |
| 5Y | +1,047.6% | +125.6% | +922.0% | +562.8% |
| All | +1,090.2% | +548.2% | +542.0% | +281.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling