+155.3%
HBAN vs ATI
+1,154.1%
-998.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | -5.6% | +4.6% | +0.9% |
| 30D | -5.6% | -13.7% | +8.1% | -0.8% |
| 3M | -1.1% | -0.4% | -0.8% | -1.8% |
| 6M | +9.9% | +26.2% | -16.3% | -0.4% |
| YTD | -0.9% | +73.2% | -74.2% | -19.9% |
| 1Y | -1.4% | +161.6% | -163.0% | -31.6% |
| 3Y | +78.2% | +346.2% | -268.0% | -2.8% |
| 5Y | +37.0% | +1,047.6% | -1,010.6% | -48.8% |
| All | +155.3% | +1,154.1% | -998.8% | -18.6% |
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 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