+935.8%
ATI vs HAS
+941.8%
-6.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +5.0% | +4.7% |
| 7D | +6.2% | -0.2% | +6.3% | +6.2% |
| 30D | -7.1% | +31.0% | -38.1% | -19.9% |
| 3M | -21.3% | +30.7% | -52.0% | -32.3% |
| 6M | +6.5% | +23.9% | -17.4% | -6.8% |
| YTD | +53.2% | +48.3% | +4.9% | +21.2% |
| 1Y | +82.7% | +60.2% | +22.5% | +38.8% |
| 3Y | +314.3% | +189.2% | +125.1% | +117.9% |
| 5Y | +890.9% | +50.4% | +840.5% | +610.7% |
| 10Y | +1,142.3% | +104.2% | +1,038.2% | +584.6% |
| All | +935.8% | +941.8% | -6.0% | +125.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling