+763.7%
ATI vs HBM
+456.2%
+307.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.3% |
| 7D | +4.2% | +2.2% | +1.9% | +3.2% |
| 30D | -2.5% | -11.8% | +9.3% | +2.6% |
| 3M | -19.4% | -19.2% | -0.2% | -13.0% |
| 6M | +11.1% | -22.9% | +34.0% | +19.9% |
| YTD | +59.5% | +7.8% | +51.7% | +46.7% |
| 1Y | +85.8% | +34.9% | +50.8% | +55.4% |
| 3Y | +311.9% | +422.2% | -110.3% | +78.9% |
| 5Y | +963.2% | +192.8% | +770.4% | +434.0% |
| 10Y | +977.6% | +281.1% | +696.5% | +260.7% |
| All | +763.7% | +456.2% | +307.5% | +72.0% |
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