-2.7%
SMCI vs ATI
+176.2%
-179.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.0% | +1.6% | +2.4% |
| 7D | +6.8% | -0.1% | +6.8% | +6.8% |
| 30D | +30.6% | +2.7% | +27.9% | +26.9% |
| 3M | -15.6% | +16.3% | -31.9% | -24.1% |
| 6M | +21.3% | +30.2% | -8.9% | -0.3% |
| YTD | +35.3% | +83.6% | -48.3% | +1.1% |
| 1Y | -2.7% | +173.0% | -175.7% | -28.6% |
| All | -2.7% | +176.2% | -179.0% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling