+363.6%
ATI vs HUBB
+44.4%
+319.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.8% |
| 7D | +2.4% | +1.1% | +1.3% | +1.7% |
| 30D | -9.5% | -9.6% | +0.1% | -4.2% |
| 3M | +10.4% | -6.2% | +16.6% | +13.7% |
| 6M | +31.8% | -6.2% | +38.0% | +34.7% |
| YTD | +80.0% | +3.4% | +76.6% | +74.1% |
| 1Y | +175.8% | +5.3% | +170.5% | +164.2% |
| All | +363.6% | +44.4% | +319.2% | +266.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling