+996.8%
ATI vs SUI
+117.1%
+879.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | +1.3% | +3.4% | -2.1% | -0.3% |
| 30D | -4.8% | +4.6% | -9.4% | -7.2% |
| 3M | -19.9% | +1.6% | -21.5% | -21.1% |
| 6M | +15.4% | -3.5% | +18.8% | +15.4% |
| YTD | +59.2% | -1.0% | +60.2% | +57.3% |
| 1Y | +86.3% | -1.7% | +88.0% | +84.5% |
| 3Y | +318.2% | +18.4% | +299.9% | +254.7% |
| 5Y | +958.6% | -26.3% | +985.0% | +1,068.3% |
| 10Y | +996.8% | +123.3% | +873.4% | +848.9% |
| All | +996.8% | +117.1% | +879.6% | +848.9% |
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