+1,003.8%
ATI vs HDB
+64.3%
+939.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.6% |
| 7D | +4.7% | +6.9% | -2.2% | +1.1% |
| 30D | -0.2% | +15.2% | -15.5% | -7.7% |
| 3M | -18.5% | +11.7% | -30.2% | -23.6% |
| 6M | +16.4% | +7.5% | +8.8% | +10.0% |
| YTD | +63.4% | -28.8% | +92.2% | +92.4% |
| 1Y | +91.5% | -29.1% | +120.6% | +125.9% |
| 3Y | +329.2% | -7.0% | +336.2% | +312.9% |
| 5Y | +966.7% | -22.1% | +988.8% | +1,003.6% |
| 10Y | +1,003.8% | +64.9% | +938.9% | +472.4% |
| All | +1,003.8% | +64.3% | +939.4% | +472.4% |
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