+311.9%
ATI vs HRB
+22.6%
+289.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.8% |
| 7D | +4.2% | -5.1% | +9.2% | +3.8% |
| 30D | -2.5% | +8.7% | -11.2% | -2.0% |
| 3M | -19.4% | -5.4% | -14.0% | -19.6% |
| 6M | +11.1% | +41.6% | -30.5% | +13.1% |
| YTD | +59.5% | +18.7% | +40.9% | +67.1% |
| 1Y | +85.8% | +16.4% | +69.3% | +94.9% |
| 3Y | +311.9% | +22.0% | +289.9% | +293.1% |
| All | +311.9% | +22.6% | +289.3% | +293.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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