+82.7%
ATI vs DOCU
+10.1%
+72.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.7% | +6.1% | +4.1% |
| 7D | +6.2% | -5.5% | +11.7% | +5.1% |
| 30D | -7.1% | +12.6% | -19.7% | -5.2% |
| 3M | -21.3% | +36.4% | -57.7% | -17.1% |
| 6M | +6.5% | +66.8% | -60.3% | +16.7% |
| YTD | +53.2% | +13.5% | +39.7% | +69.1% |
| 1Y | +82.7% | +11.3% | +71.4% | +102.7% |
| All | +82.7% | +10.1% | +72.6% | +102.7% |
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