+133.6%
HOOD vs ATI
+782.7%
-649.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.9% |
| 7D | -5.1% | +1.3% | -6.4% | -5.4% |
| 30D | -25.4% | -4.8% | -20.6% | -24.1% |
| 3M | -14.0% | -19.9% | +6.0% | -6.9% |
| 6M | +5.6% | +15.4% | -9.8% | -1.0% |
| YTD | -28.1% | +59.2% | -87.3% | -40.3% |
| 1Y | -40.1% | +86.3% | -126.4% | -53.2% |
| 3Y | +888.2% | +318.2% | +570.0% | +478.7% |
| 5Y | +135.8% | +958.6% | -822.8% | +43.0% |
| All | +133.6% | +782.7% | -649.1% | -26.2% |
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