+680.5%
ATI vs DOCU
+80.0%
+600.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +2.7% |
| 7D | -0.1% | +6.9% | -6.9% | -0.6% |
| 30D | +2.7% | +19.0% | -16.3% | +1.0% |
| 3M | +16.3% | +34.3% | -18.0% | +12.9% |
| 6M | +30.2% | +48.0% | -17.8% | +24.7% |
| YTD | +83.6% | 0.0% | +83.5% | +82.3% |
| 1Y | +173.0% | -10.3% | +183.3% | +173.4% |
| 3Y | +356.6% | +32.4% | +324.2% | +337.3% |
| 5Y | +1,074.2% | -77.9% | +1,152.1% | +1,071.1% |
| All | +680.5% | +80.0% | +600.4% | +460.2% |
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