+1,124.2%
ATI vs DOC
+15.7%
+1,108.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.0% |
| 7D | +6.2% | +6.5% | -0.3% | +2.5% |
| 30D | -7.1% | +9.2% | -16.2% | -12.0% |
| 3M | -21.3% | -2.5% | -18.8% | -20.8% |
| 6M | +6.5% | +7.1% | -0.6% | +0.5% |
| YTD | +53.2% | +33.0% | +20.2% | +25.3% |
| 1Y | +82.7% | +23.3% | +59.4% | +56.3% |
| 3Y | +314.3% | +44.9% | +269.4% | +203.6% |
| 5Y | +890.9% | -21.6% | +912.5% | +979.1% |
| All | +1,124.2% | +15.7% | +1,108.5% | +1,032.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling