+1,076.9%
ATI vs DOV
+16.3%
+1,060.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +1.0% |
| 7D | +2.4% | +1.3% | +1.1% | +1.3% |
| 30D | -9.5% | -8.6% | -0.8% | -2.7% |
| 3M | +10.4% | -13.1% | +23.5% | +22.6% |
| 6M | +31.8% | -8.8% | +40.6% | +41.0% |
| YTD | +80.0% | -1.2% | +81.2% | +80.0% |
| 1Y | +175.8% | +10.7% | +165.1% | +151.4% |
| 3Y | +364.2% | +39.3% | +325.0% | +257.6% |
| 5Y | +1,076.9% | +16.4% | +1,060.4% | +884.7% |
| All | +1,076.9% | +16.3% | +1,060.5% | +884.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling