+7.4%
HAL vs ATI
+1,068.2%
-1,060.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -1.3% | +2.4% | -3.7% | -2.3% |
| 30D | +10.9% | -9.5% | +20.4% | +14.9% |
| 3M | -5.8% | +10.4% | -16.2% | -10.6% |
| 6M | +8.1% | +31.8% | -23.7% | -6.1% |
| YTD | +33.2% | +80.0% | -46.8% | +1.4% |
| 1Y | +74.2% | +175.8% | -101.7% | +10.4% |
| 3Y | -3.7% | +364.2% | -367.9% | -54.2% |
| 5Y | +111.9% | +1,076.9% | -965.0% | -35.5% |
| 10Y | +7.4% | +1,178.1% | -1,170.7% | -71.1% |
| All | +7.4% | +1,068.2% | -1,060.8% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling