+82.7%
ATI vs DOC
+20.9%
+61.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +4.3% |
| 7D | +6.2% | +6.5% | -0.3% | +5.4% |
| 30D | -7.1% | +9.2% | -16.2% | -8.0% |
| 3M | -21.3% | -2.5% | -18.8% | -20.7% |
| 6M | +6.5% | +7.1% | -0.6% | +3.9% |
| YTD | +53.2% | +33.0% | +20.2% | +40.6% |
| 1Y | +82.7% | +23.3% | +59.4% | +71.9% |
| All | +82.7% | +20.9% | +61.8% | +71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling