+1,141.3%
ATI vs HAS
+710.7%
+430.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.2% |
| 7D | -0.1% | -1.8% | +1.8% | +0.9% |
| 30D | +2.7% | +2.3% | +0.4% | +1.4% |
| 3M | +16.3% | +10.4% | +6.0% | +9.8% |
| 6M | +30.2% | -3.2% | +33.4% | +30.7% |
| YTD | +83.6% | +15.4% | +68.1% | +67.1% |
| 1Y | +173.0% | +18.8% | +154.2% | +144.3% |
| 3Y | +356.6% | +43.9% | +312.7% | +248.4% |
| 5Y | +1,074.2% | +13.9% | +1,060.3% | +883.2% |
| 10Y | +1,136.2% | +56.4% | +1,079.8% | +691.8% |
| All | +1,141.3% | +710.7% | +430.6% | +210.8% |
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