+1,070.3%
ATI vs SUI
+108.4%
+961.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | -0.1% | -2.8% | +2.8% | +1.3% |
| 30D | +2.7% | -1.2% | +3.9% | +3.1% |
| 3M | +16.3% | -1.7% | +18.1% | +16.2% |
| 6M | +30.2% | -10.5% | +40.6% | +36.0% |
| YTD | +83.6% | -1.8% | +85.4% | +83.2% |
| 1Y | +173.0% | -4.1% | +177.1% | +174.1% |
| 3Y | +356.6% | +11.3% | +345.4% | +303.8% |
| 5Y | +1,074.2% | -32.1% | +1,106.3% | +1,269.4% |
| All | +1,070.3% | +108.4% | +961.9% | +900.4% |
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