+67.2%
SU vs ATI
+159.9%
-92.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.2% |
| 7D | +2.2% | -5.6% | +7.9% | +1.6% |
| 30D | +8.4% | -13.7% | +22.2% | +6.9% |
| 3M | +12.1% | -0.4% | +12.5% | +12.2% |
| 6M | +19.7% | +26.2% | -6.6% | +22.8% |
| YTD | +58.4% | +73.2% | -14.8% | +57.6% |
| 1Y | +67.2% | +161.6% | -94.4% | +60.5% |
| All | +67.2% | +159.9% | -92.7% | +60.5% |
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