+1,090.2%
ATI vs HUBB
+446.9%
+643.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.6% |
| 7D | -5.6% | -0.1% | -5.6% | -5.6% |
| 30D | -13.7% | -10.0% | -3.8% | -6.2% |
| 3M | -0.4% | -1.6% | +1.2% | -0.3% |
| 6M | +26.2% | -3.1% | +29.3% | +26.6% |
| YTD | +73.2% | +4.6% | +68.6% | +62.5% |
| 1Y | +161.6% | +3.3% | +158.3% | +148.0% |
| 3Y | +346.2% | +46.6% | +299.6% | +190.2% |
| 5Y | +1,047.6% | +158.7% | +889.0% | +301.6% |
| All | +1,090.2% | +446.9% | +643.4% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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