+363.6%
ATI vs DBX
+23.5%
+340.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.6% |
| 7D | +2.4% | +0.3% | +2.1% | +2.3% |
| 30D | -9.5% | 0.0% | -9.5% | -9.6% |
| 3M | +10.4% | +26.1% | -15.7% | +6.6% |
| 6M | +31.8% | +29.4% | +2.4% | +26.2% |
| YTD | +80.0% | +24.4% | +55.6% | +73.9% |
| 1Y | +175.8% | +10.9% | +165.0% | +175.1% |
| All | +363.6% | +23.5% | +340.1% | +323.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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