+930.3%
ATI vs HSY
+128.6%
+801.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.9% |
| 7D | +4.2% | -2.1% | +6.3% | +4.8% |
| 30D | -2.5% | +6.1% | -8.6% | -5.1% |
| 3M | -19.4% | -5.6% | -13.8% | -18.3% |
| 6M | +11.1% | -9.5% | +20.6% | +13.6% |
| YTD | +59.5% | -2.1% | +61.6% | +56.8% |
| 1Y | +85.8% | +0.8% | +85.0% | +80.2% |
| 3Y | +311.9% | -2.1% | +314.0% | +287.4% |
| 5Y | +963.2% | +11.2% | +952.0% | +791.3% |
| All | +930.3% | +128.6% | +801.8% | +562.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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