+975.5%
ATI vs HAS
+102.4%
+873.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | +1.3% | +3.3% | -1.9% | 0.0% |
| 30D | -4.8% | +30.5% | -35.3% | -15.7% |
| 3M | -19.9% | +29.9% | -49.8% | -29.1% |
| 6M | +15.4% | +26.5% | -11.2% | +2.4% |
| YTD | +59.2% | +51.9% | +7.3% | +29.5% |
| 1Y | +86.3% | +60.9% | +25.4% | +47.6% |
| 3Y | +318.2% | +215.0% | +103.2% | +132.0% |
| 5Y | +958.6% | +51.5% | +907.1% | +718.6% |
| All | +975.5% | +102.4% | +873.1% | +574.9% |
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