+1,091.6%
ATI vs DOV
+296.6%
+795.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.1% | -1.5% | -1.6% |
| 7D | -2.7% | -1.9% | -0.8% | -0.8% |
| 30D | -13.5% | -9.9% | -3.6% | -4.2% |
| 3M | +8.5% | -12.1% | +20.6% | +21.8% |
| 6M | +25.2% | -10.4% | +35.6% | +38.0% |
| YTD | +73.4% | -3.3% | +76.7% | +76.4% |
| 1Y | +160.5% | +7.8% | +152.7% | +137.3% |
| 3Y | +347.3% | +36.3% | +311.0% | +215.9% |
| 5Y | +1,049.0% | +14.8% | +1,034.2% | +838.3% |
| All | +1,091.6% | +296.6% | +795.0% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling