+893.7%
ATI vs HBM
+613.3%
+280.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.9% | +3.4% |
| 7D | -0.1% | -6.4% | +6.3% | +2.6% |
| 30D | +2.7% | +5.9% | -3.2% | -0.1% |
| 3M | +16.3% | -8.9% | +25.2% | +18.4% |
| 6M | +30.2% | +10.7% | +19.5% | +21.1% |
| YTD | +83.6% | +38.3% | +45.3% | +53.3% |
| 1Y | +173.0% | +121.3% | +51.7% | +85.0% |
| 3Y | +356.6% | +450.6% | -93.9% | +94.4% |
| 5Y | +1,074.2% | +338.0% | +736.2% | +396.8% |
| 10Y | +1,136.2% | +578.6% | +557.6% | +219.6% |
| All | +893.7% | +613.3% | +280.3% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling