+848.9%
ATI vs DOCU
-71.9%
+920.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.0% | -4.0% | -5.8% |
| 7D | -3.8% | -3.2% | -0.6% | -3.5% |
| 30D | -13.5% | +15.7% | -29.2% | -15.1% |
| 3M | -17.9% | +37.3% | -55.2% | -21.3% |
| 6M | +8.4% | +63.1% | -54.8% | +1.1% |
| YTD | +46.7% | +15.4% | +31.3% | +42.8% |
| 1Y | +74.5% | +11.3% | +63.2% | +70.6% |
| 3Y | +303.7% | +92.1% | +211.6% | +260.5% |
| 5Y | +848.9% | -70.5% | +919.4% | +783.5% |
| All | +848.9% | -71.9% | +920.8% | +783.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling