+787.9%
ATI vs DBX
+16.6%
+771.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.3% | -0.9% |
| 7D | +3.2% | -1.3% | +4.5% | +3.5% |
| 30D | -9.0% | -2.9% | -6.1% | -8.6% |
| 3M | +15.1% | +23.8% | -8.8% | +8.1% |
| 6M | +38.1% | +26.2% | +11.9% | +27.5% |
| YTD | +80.7% | +21.6% | +59.0% | +68.1% |
| 1Y | +167.5% | +11.4% | +156.1% | +153.9% |
| 3Y | +366.0% | +21.3% | +344.7% | +322.8% |
| 5Y | +1,088.8% | +6.7% | +1,082.1% | +985.3% |
| All | +787.9% | +16.6% | +771.3% | +610.1% |
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 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