+1,124.2%
ATI vs SUI
+115.7%
+1,008.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +5.1% |
| 7D | +6.2% | +6.2% | -0.1% | +3.2% |
| 30D | -7.1% | +8.6% | -15.7% | -10.9% |
| 3M | -21.3% | +1.0% | -22.3% | -22.3% |
| 6M | +6.5% | -2.6% | +9.1% | +6.1% |
| YTD | +53.2% | -0.1% | +53.3% | +50.7% |
| 1Y | +82.7% | +0.5% | +82.2% | +79.2% |
| 3Y | +314.3% | +15.3% | +299.1% | +258.3% |
| 5Y | +890.9% | -26.1% | +917.1% | +992.4% |
| All | +1,124.2% | +115.7% | +1,008.4% | +1,040.4% |
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