+367.2%
ATI vs HAS
+44.2%
+323.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -0.1% | -1.8% | +1.8% | +0.4% |
| 30D | +2.7% | +2.3% | +0.4% | +2.0% |
| 3M | +16.3% | +10.4% | +6.0% | +12.8% |
| 6M | +30.2% | -3.2% | +33.4% | +30.3% |
| YTD | +83.6% | +15.4% | +68.1% | +75.1% |
| 1Y | +173.0% | +18.8% | +154.2% | +158.0% |
| All | +367.2% | +44.2% | +323.0% | +303.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling