+23.7%
SYY vs ATI
+360.0%
-336.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -2.8% | +3.2% | -5.9% | -2.9% |
| 30D | -5.3% | -9.0% | +3.7% | -4.8% |
| 3M | +5.1% | +15.1% | -10.0% | +4.0% |
| 6M | -5.0% | +38.1% | -43.1% | -7.4% |
| YTD | +10.7% | +80.7% | -70.0% | +6.8% |
| 1Y | +0.7% | +167.5% | -166.8% | -4.4% |
| All | +23.7% | +360.0% | -336.3% | +19.5% |
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 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