+1,076.9%
ATI vs HSY
+10.6%
+1,066.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +2.4% | -3.0% | +5.4% | +2.7% |
| 30D | -9.5% | -5.0% | -4.5% | -9.1% |
| 3M | +10.4% | -1.3% | +11.7% | +10.3% |
| 6M | +31.8% | -21.5% | +53.3% | +35.4% |
| YTD | +80.0% | -3.3% | +83.2% | +79.9% |
| 1Y | +175.8% | -5.5% | +181.3% | +176.4% |
| 3Y | +364.2% | -9.9% | +374.2% | +375.8% |
| 5Y | +1,076.9% | +11.3% | +1,065.5% | +935.5% |
| All | +1,076.9% | +10.6% | +1,066.3% | +935.5% |
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