+314.3%
ATI vs STT
+165.4%
+149.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +6.2% | -2.5% | +8.6% | +8.1% |
| 30D | -7.1% | -5.0% | -2.1% | -3.7% |
| 3M | -21.3% | -10.5% | -10.9% | -14.9% |
| 6M | +6.5% | +10.0% | -3.5% | -0.6% |
| YTD | +53.2% | +30.7% | +22.5% | +25.7% |
| 1Y | +82.7% | +43.8% | +38.9% | +39.7% |
| 3Y | +314.3% | +168.1% | +146.2% | +114.9% |
| All | +314.3% | +165.4% | +149.0% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling