+44.6%
SMCI vs ATI
+341.0%
-296.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -5.6% | +6.9% | +4.9% |
| 30D | +6.6% | -13.7% | +20.4% | +16.5% |
| 3M | +25.4% | -0.4% | +25.8% | +25.6% |
| 6M | +26.1% | +26.2% | -0.1% | +11.3% |
| YTD | +37.0% | +73.2% | -36.2% | +2.1% |
| 1Y | -8.8% | +161.6% | -170.4% | -46.0% |
| 3Y | +44.6% | +346.2% | -301.6% | -31.0% |
| All | +44.6% | +341.0% | -296.4% | -31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling