+949.2%
ATI vs HSY
+11.0%
+938.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.3% | -3.7% |
| 7D | +4.2% | -2.1% | +6.3% | +4.2% |
| 30D | -2.5% | +6.1% | -8.6% | -3.0% |
| 3M | -19.4% | -5.6% | -13.8% | -19.0% |
| 6M | +11.1% | -9.5% | +20.6% | +12.2% |
| YTD | +59.5% | -2.1% | +61.6% | +59.4% |
| 1Y | +85.8% | +0.8% | +85.0% | +84.9% |
| 3Y | +311.9% | -2.1% | +314.0% | +309.4% |
| All | +949.2% | +11.0% | +938.2% | +762.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling