+935.8%
ATI vs SUI
+1,809.2%
-873.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +5.3% |
| 7D | +6.2% | +6.2% | -0.1% | +2.1% |
| 30D | -7.1% | +8.6% | -15.7% | -12.3% |
| 3M | -21.3% | +1.0% | -22.3% | -22.7% |
| 6M | +6.5% | -2.6% | +9.1% | +5.7% |
| YTD | +53.2% | -0.1% | +53.3% | +49.5% |
| 1Y | +82.7% | +0.5% | +82.2% | +77.6% |
| 3Y | +314.3% | +15.3% | +299.1% | +245.4% |
| 5Y | +890.9% | -26.1% | +917.1% | +967.1% |
| 10Y | +1,142.3% | +117.8% | +1,024.5% | +525.6% |
| All | +935.8% | +1,809.2% | -873.4% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling