+1,055.0%
ATI vs HAS
+53.3%
+1,001.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -0.5% |
| 7D | +3.2% | -3.1% | +6.3% | +4.6% |
| 30D | -9.0% | -2.7% | -6.3% | -8.0% |
| 3M | +15.1% | +8.9% | +6.2% | +10.2% |
| 6M | +38.1% | -2.9% | +41.0% | +38.4% |
| YTD | +80.7% | +12.6% | +68.0% | +68.5% |
| 1Y | +167.5% | +17.5% | +150.0% | +144.4% |
| 3Y | +366.0% | +46.2% | +319.8% | +269.2% |
| 5Y | +1,088.8% | +12.6% | +1,076.2% | +950.9% |
| 10Y | +1,055.0% | +55.7% | +999.3% | +738.9% |
| All | +1,055.0% | +53.3% | +1,001.7% | +738.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling