+160.5%
ATI vs HBM
+103.9%
+56.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.5% | +3.9% | -1.4% |
| 7D | -2.7% | -3.7% | +1.0% | -1.7% |
| 30D | -13.5% | -3.7% | -9.8% | -12.9% |
| 3M | +8.5% | +8.0% | +0.5% | +4.7% |
| 6M | +25.2% | +15.8% | +9.4% | +16.0% |
| YTD | +73.4% | +34.4% | +39.0% | +56.5% |
| 1Y | +160.5% | +98.2% | +62.3% | +134.8% |
| All | +160.5% | +103.9% | +56.6% | +134.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling