+1,049.0%
ATI vs HUBB
+148.7%
+900.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.3% |
| 7D | -2.7% | -1.7% | -1.0% | -1.8% |
| 30D | -13.5% | -12.7% | -0.8% | -6.5% |
| 3M | +8.5% | -2.9% | +11.5% | +9.7% |
| 6M | +25.2% | -4.8% | +30.0% | +27.1% |
| YTD | +73.4% | +2.8% | +70.6% | +68.4% |
| 1Y | +160.5% | +3.5% | +157.0% | +152.2% |
| 3Y | +347.3% | +43.5% | +303.7% | +247.0% |
| 5Y | +1,049.0% | +154.2% | +894.8% | +482.7% |
| All | +1,049.0% | +148.7% | +900.2% | +482.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling