-13.7%
HAL vs ATI
+320.9%
-334.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -1.2% |
| 7D | -12.0% | +6.2% | -18.1% | -13.2% |
| 30D | +0.3% | -7.1% | +7.4% | +1.6% |
| 3M | -1.6% | -21.3% | +19.7% | +3.3% |
| 6M | -20.5% | +6.5% | -27.0% | -23.2% |
| YTD | +14.2% | +53.2% | -39.0% | -2.3% |
| 1Y | +18.9% | +82.7% | -63.9% | -3.9% |
| 3Y | -13.7% | +314.3% | -328.0% | -46.6% |
| All | -13.7% | +320.9% | -334.6% | -46.6% |
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