+1,055.0%
ATI vs STT
+264.2%
+790.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.7% |
| 7D | +3.2% | +2.2% | +1.0% | +1.5% |
| 30D | -9.0% | +3.9% | -12.9% | -11.5% |
| 3M | +15.1% | +19.2% | -4.1% | +0.8% |
| 6M | +38.1% | +60.4% | -22.2% | -2.9% |
| YTD | +80.7% | +51.5% | +29.2% | +31.4% |
| 1Y | +167.5% | +76.3% | +91.2% | +73.0% |
| 3Y | +366.0% | +200.7% | +165.2% | +99.9% |
| 5Y | +1,088.8% | +157.5% | +931.3% | +424.3% |
| 10Y | +1,055.0% | +262.0% | +793.0% | +206.5% |
| All | +1,055.0% | +264.2% | +790.8% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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