+367.2%
ATI vs SUI
+12.1%
+355.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.0% |
| 7D | -0.1% | -2.8% | +2.8% | 0.0% |
| 30D | +2.7% | -1.2% | +3.9% | +2.7% |
| 3M | +16.3% | -1.7% | +18.1% | +16.3% |
| 6M | +30.2% | -10.5% | +40.6% | +31.0% |
| YTD | +83.6% | -1.8% | +85.4% | +83.9% |
| 1Y | +173.0% | -4.1% | +177.1% | +174.0% |
| All | +367.2% | +12.1% | +355.1% | +344.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling