+1,090.2%
ATI vs HIG
+313.7%
+776.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -5.6% | -1.5% | -4.2% | -4.6% |
| 30D | -13.7% | -0.4% | -13.4% | -13.6% |
| 3M | -0.4% | +6.7% | -7.0% | -6.0% |
| 6M | +26.2% | +2.0% | +24.3% | +22.3% |
| YTD | +73.2% | +0.3% | +72.9% | +69.4% |
| 1Y | +161.6% | +4.2% | +157.4% | +147.7% |
| 3Y | +346.2% | +102.2% | +243.9% | +148.0% |
| 5Y | +1,047.6% | +118.5% | +929.1% | +498.9% |
| All | +1,090.2% | +313.7% | +776.6% | +253.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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