+1,141.3%
ATI vs HUBB
+3,346.7%
-2,205.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +2.9% |
| 7D | -0.1% | +0.5% | -0.6% | -0.5% |
| 30D | +2.7% | -10.0% | +12.7% | +12.3% |
| 3M | +16.3% | -4.8% | +21.1% | +19.8% |
| 6M | +30.2% | -5.6% | +35.7% | +33.7% |
| YTD | +83.6% | +4.7% | +78.9% | +71.6% |
| 1Y | +173.0% | +6.7% | +166.3% | +151.0% |
| 3Y | +356.6% | +45.8% | +310.9% | +195.3% |
| 5Y | +1,074.2% | +145.9% | +928.3% | +343.6% |
| 10Y | +1,136.2% | +418.6% | +717.6% | +143.4% |
| All | +1,141.3% | +3,346.7% | -2,205.4% | -31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling