+85.8%
ATI vs HUBB
-1.9%
+87.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | +4.2% | +1.8% | +2.4% | +3.0% |
| 30D | -2.5% | -7.7% | +5.2% | +2.4% |
| 3M | -19.4% | -13.6% | -5.9% | -12.1% |
| 6M | +11.1% | -9.1% | +20.2% | +16.6% |
| YTD | +59.5% | -0.7% | +60.3% | +50.2% |
| 1Y | +85.8% | +1.1% | +84.7% | +71.9% |
| All | +85.8% | -1.9% | +87.7% | +71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling