-8.8%
SMCI vs ATI
+159.9%
-168.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.4% |
| 7D | +1.3% | -5.6% | +6.9% | +5.7% |
| 30D | +6.6% | -13.7% | +20.4% | +18.6% |
| 3M | +25.4% | -0.4% | +25.8% | +24.7% |
| 6M | +26.1% | +26.2% | -0.1% | +6.6% |
| YTD | +37.0% | +73.2% | -36.2% | +3.9% |
| 1Y | -8.8% | +161.6% | -170.4% | -35.7% |
| All | -8.8% | +159.9% | -168.7% | -35.7% |
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