+160.5%
ATI vs FHN
+11.4%
+149.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -4.0% |
| 7D | -2.7% | -0.8% | -1.9% | -2.3% |
| 30D | -13.5% | -2.6% | -10.9% | -12.4% |
| 3M | +8.5% | +0.8% | +7.7% | +7.3% |
| 6M | +25.2% | +9.2% | +16.0% | +18.4% |
| YTD | +73.4% | +5.1% | +68.3% | +66.2% |
| 1Y | +160.5% | +12.2% | +148.3% | +143.2% |
| All | +160.5% | +11.4% | +149.1% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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