+250.7%
HOOD vs ATI
+917.6%
-666.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.1% | -3.2% |
| 7D | +17.1% | -0.1% | +17.2% | +17.1% |
| 30D | +31.6% | +2.7% | +28.9% | +29.7% |
| 3M | +38.2% | +16.3% | +21.9% | +29.8% |
| 6M | +48.5% | +30.2% | +18.4% | +33.0% |
| YTD | +8.0% | +83.6% | -75.6% | -14.8% |
| 1Y | +18.7% | +173.0% | -154.3% | -19.7% |
| 3Y | +999.1% | +356.6% | +642.5% | +516.5% |
| 5Y | +181.7% | +1,074.2% | -892.5% | +34.8% |
| All | +250.7% | +917.6% | -666.9% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling