+86.5%
ATI vs HDB
-32.8%
+119.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.6% | -6.2% | -2.4% |
| 7D | +8.3% | +12.9% | -4.6% | +4.3% |
| 30D | -7.3% | +10.0% | -17.3% | -10.1% |
| 3M | -10.5% | +1.8% | -12.4% | -11.0% |
| 6M | +16.4% | -2.1% | +18.5% | +15.8% |
| YTD | +56.1% | -33.4% | +89.5% | +70.6% |
| 1Y | +86.5% | -32.9% | +119.4% | +100.9% |
| All | +86.5% | -32.8% | +119.4% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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