+523.7%
ATI vs DOCU
+107.7%
+416.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.0% | -4.0% | -5.8% |
| 7D | -3.8% | -3.2% | -0.6% | -3.6% |
| 30D | -13.5% | +15.7% | -29.2% | -14.7% |
| 3M | -17.9% | +37.3% | -55.2% | -20.4% |
| 6M | +8.4% | +63.1% | -54.8% | +3.0% |
| YTD | +46.7% | +15.4% | +31.3% | +43.6% |
| 1Y | +74.5% | +11.3% | +63.2% | +71.4% |
| 3Y | +303.7% | +92.1% | +211.6% | +274.5% |
| 5Y | +848.9% | -70.5% | +919.4% | +828.7% |
| All | +523.7% | +107.7% | +416.0% | +341.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling