+1,004.3%
ATI vs SUI
-27.8%
+1,032.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.5% |
| 7D | +13.0% | -3.8% | +16.8% | +13.8% |
| 30D | +0.2% | +3.9% | -3.8% | -0.9% |
| 3M | -17.5% | +0.2% | -17.7% | -17.8% |
| 6M | +18.1% | -4.2% | +22.3% | +18.4% |
| YTD | +65.7% | -2.5% | +68.2% | +65.5% |
| 1Y | +91.9% | -4.0% | +95.9% | +92.4% |
| 3Y | +335.2% | +16.5% | +318.7% | +296.7% |
| 5Y | +1,004.3% | -27.2% | +1,031.5% | +1,087.8% |
| All | +1,004.3% | -27.8% | +1,032.1% | +1,087.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling