+955.3%
ATI vs DOC
+773.9%
+181.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -2.6% |
| 7D | +8.3% | +8.7% | -0.4% | +3.1% |
| 30D | -7.3% | +7.6% | -14.9% | -11.7% |
| 3M | -10.5% | -5.3% | -5.3% | -8.6% |
| 6M | +16.4% | +27.6% | -11.2% | -2.4% |
| YTD | +56.1% | +32.4% | +23.7% | +27.2% |
| 1Y | +86.5% | +22.9% | +63.7% | +58.8% |
| 3Y | +329.5% | +43.1% | +286.4% | +218.2% |
| 5Y | +979.5% | -21.4% | +1,000.9% | +1,044.8% |
| 10Y | +1,165.7% | +16.8% | +1,148.8% | +916.2% |
| All | +955.3% | +773.9% | +181.4% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling