+1,141.3%
ATI vs HSY
+1,204.2%
-63.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.5% |
| 7D | -0.1% | -3.3% | +3.2% | +1.5% |
| 30D | +2.7% | -2.8% | +5.5% | +3.9% |
| 3M | +16.3% | -4.5% | +20.8% | +17.5% |
| 6M | +30.2% | -24.2% | +54.4% | +46.1% |
| YTD | +83.6% | -2.7% | +86.3% | +81.8% |
| 1Y | +173.0% | -3.7% | +176.7% | +170.4% |
| 3Y | +356.6% | -11.5% | +368.1% | +350.6% |
| 5Y | +1,074.2% | +10.3% | +1,063.9% | +912.1% |
| 10Y | +1,136.2% | +122.1% | +1,014.1% | +631.8% |
| All | +1,141.3% | +1,204.2% | -63.0% | +284.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling