+901.1%
ATI vs HAS
+50.4%
+850.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +5.0% | +4.6% |
| 7D | +6.2% | -0.2% | +6.3% | +6.2% |
| 30D | -7.1% | +31.0% | -38.1% | -15.0% |
| 3M | -21.3% | +30.7% | -52.0% | -28.1% |
| 6M | +6.5% | +23.9% | -17.4% | -1.5% |
| YTD | +53.2% | +48.3% | +4.9% | +32.9% |
| 1Y | +82.7% | +60.2% | +22.5% | +54.6% |
| 3Y | +314.3% | +189.2% | +125.1% | +179.2% |
| All | +901.1% | +50.4% | +850.7% | +777.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling