+1,178.1%
ATI vs HDB
+32.4%
+1,145.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.6% |
| 7D | +2.4% | -4.9% | +7.3% | +5.2% |
| 30D | -9.5% | -5.8% | -3.6% | -6.7% |
| 3M | +10.4% | -5.2% | +15.6% | +12.2% |
| 6M | +31.8% | -25.7% | +57.5% | +52.7% |
| YTD | +80.0% | -39.6% | +119.5% | +132.8% |
| 1Y | +175.8% | -36.9% | +212.7% | +246.9% |
| 3Y | +364.2% | -29.7% | +394.0% | +425.8% |
| 5Y | +1,076.9% | -37.8% | +1,114.6% | +1,291.6% |
| 10Y | +1,178.1% | +33.7% | +1,144.4% | +712.2% |
| All | +1,178.1% | +32.4% | +1,145.6% | +712.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling