+74.5%
ATI vs DOCU
+11.4%
+63.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.0% | -4.0% | -6.4% |
| 7D | -3.8% | -3.2% | -0.6% | -4.4% |
| 30D | -13.5% | +15.7% | -29.2% | -11.4% |
| 3M | -17.9% | +37.3% | -55.2% | -13.4% |
| 6M | +8.4% | +63.1% | -54.8% | +18.5% |
| YTD | +46.7% | +15.4% | +31.3% | +62.5% |
| 1Y | +74.5% | +11.3% | +63.2% | +94.7% |
| All | +74.5% | +11.4% | +63.1% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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