+1,076.9%
ATI vs DBX
+8.9%
+1,068.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.8% |
| 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% | +4.2% |
| 6M | +31.8% | +29.4% | +2.4% | +22.4% |
| YTD | +80.0% | +24.4% | +55.6% | +68.7% |
| 1Y | +175.8% | +10.9% | +165.0% | +166.9% |
| 3Y | +364.2% | +24.1% | +340.2% | +321.7% |
| 5Y | +1,076.9% | +7.8% | +1,069.1% | +878.2% |
| All | +1,076.9% | +8.9% | +1,068.0% | +878.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling