+1,049.0%
ATI vs USHY
+20.9%
+1,028.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -2.6% |
| 7D | -2.7% | -0.7% | -2.0% | -1.1% |
| 30D | -13.5% | -0.5% | -13.0% | -12.5% |
| 3M | +8.5% | +0.5% | +8.0% | +7.5% |
| 6M | +25.2% | +1.5% | +23.7% | +22.2% |
| YTD | +73.4% | +1.7% | +71.7% | +68.7% |
| 1Y | +160.5% | +3.5% | +157.0% | +145.1% |
| 3Y | +347.3% | +27.2% | +320.1% | +200.8% |
| 5Y | +1,049.0% | +21.0% | +1,028.0% | +814.4% |
| All | +1,049.0% | +20.9% | +1,028.1% | +814.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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