+735.6%
ATI vs USHY
+50.7%
+684.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.5% |
| 7D | +3.2% | 0.0% | +3.1% | +3.1% |
| 30D | -9.0% | 0.0% | -9.0% | -9.0% |
| 3M | +15.1% | +1.2% | +13.9% | +11.6% |
| 6M | +38.1% | +2.6% | +35.5% | +29.6% |
| YTD | +80.7% | +2.4% | +78.2% | +70.6% |
| 1Y | +167.5% | +4.2% | +163.3% | +141.3% |
| 3Y | +366.0% | +28.0% | +338.0% | +146.5% |
| 5Y | +1,088.8% | +21.8% | +1,067.0% | +650.4% |
| All | +735.6% | +50.7% | +684.9% | +202.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling