+86.5%
ATI vs HAS
+66.3%
+20.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.7% | -1.2% |
| 7D | +8.3% | +2.4% | +5.9% | +7.9% |
| 30D | -7.3% | +31.6% | -38.9% | -12.7% |
| 3M | -10.5% | +33.9% | -44.4% | -16.3% |
| 6M | +16.4% | +31.4% | -15.0% | +8.2% |
| YTD | +56.1% | +51.6% | +4.4% | +34.0% |
| 1Y | +86.5% | +65.2% | +21.3% | +54.1% |
| All | +86.5% | +66.3% | +20.2% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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