+978.9%
ATI vs HUBB
+3,169.1%
-2,190.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.5% |
| 7D | +4.2% | +1.8% | +2.4% | +2.6% |
| 30D | -2.5% | -7.7% | +5.2% | +4.8% |
| 3M | -19.4% | -13.6% | -5.9% | -8.6% |
| 6M | +11.1% | -9.1% | +20.2% | +18.8% |
| YTD | +59.5% | -0.7% | +60.3% | +56.3% |
| 1Y | +85.8% | +1.1% | +84.7% | +79.0% |
| 3Y | +311.9% | +56.2% | +255.7% | +151.4% |
| 5Y | +963.2% | +126.6% | +836.6% | +331.7% |
| 10Y | +977.6% | +384.6% | +593.1% | +124.0% |
| All | +978.9% | +3,169.1% | -2,190.2% | -37.2% |
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