-3.4%
HAL vs ATI
+373.5%
-376.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.3% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +17.0% | +2.7% | +14.3% | +16.0% |
| 3M | -9.7% | +16.3% | -26.0% | -13.6% |
| 6M | +8.6% | +30.2% | -21.5% | 0.0% |
| YTD | +33.0% | +83.6% | -50.6% | +10.1% |
| 1Y | +68.3% | +173.0% | -104.7% | +23.0% |
| All | -3.4% | +373.5% | -376.9% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling