+333.3%
ATI vs HDB
-7.2%
+340.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +4.6% |
| 7D | +6.0% | +13.7% | -7.7% | +3.0% |
| 30D | -3.6% | +15.8% | -19.5% | -6.8% |
| 3M | -18.9% | +9.2% | -28.1% | -20.6% |
| 6M | +16.7% | +3.2% | +13.5% | +15.2% |
| YTD | +61.1% | -29.4% | +90.4% | +69.3% |
| 1Y | +89.3% | -27.9% | +117.2% | +98.2% |
| 3Y | +333.3% | -5.9% | +339.2% | +354.2% |
| All | +333.3% | -7.2% | +340.6% | +354.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling