+1,067.0%
ATI vs SUI
+118.5%
+948.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.1% | +5.1% |
| 7D | +6.0% | +3.0% | +3.0% | +4.4% |
| 30D | -3.6% | +5.6% | -9.2% | -6.5% |
| 3M | -18.9% | +0.9% | -19.8% | -19.8% |
| 6M | +16.7% | -2.6% | +19.3% | +16.3% |
| YTD | +61.1% | -0.1% | +61.2% | +58.5% |
| 1Y | +89.3% | -1.4% | +90.7% | +87.3% |
| 3Y | +333.3% | +19.8% | +313.5% | +265.9% |
| 5Y | +954.5% | -25.8% | +980.2% | +1,059.1% |
| 10Y | +1,067.0% | +118.1% | +948.9% | +951.8% |
| All | +1,067.0% | +118.5% | +948.4% | +951.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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