+714.4%
ATI vs DBX
+15.6%
+698.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.2% |
| 7D | +13.0% | -6.3% | +19.3% | +14.5% |
| 30D | +0.2% | -5.9% | +6.1% | +1.3% |
| 3M | -17.5% | -0.4% | -17.1% | -18.1% |
| 6M | +18.1% | +29.8% | -11.7% | +8.5% |
| YTD | +65.7% | +20.5% | +45.2% | +53.4% |
| 1Y | +91.9% | +8.7% | +83.3% | +82.7% |
| 3Y | +335.2% | +25.9% | +309.3% | +287.7% |
| 5Y | +1,004.3% | +24.2% | +980.1% | +866.3% |
| All | +714.4% | +15.6% | +698.8% | +548.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling