+949.2%
ATI vs HAS
+48.2%
+901.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.5% |
| 7D | +4.2% | +1.4% | +2.8% | +3.7% |
| 30D | -2.5% | +26.3% | -28.8% | -9.7% |
| 3M | -19.4% | +25.6% | -45.0% | -25.3% |
| 6M | +11.1% | +30.3% | -19.2% | +1.1% |
| YTD | +59.5% | +50.4% | +9.2% | +37.9% |
| 1Y | +85.8% | +57.7% | +28.0% | +58.1% |
| 3Y | +311.9% | +213.4% | +98.5% | +170.0% |
| All | +949.2% | +48.2% | +901.0% | +830.1% |
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