+949.2%
ATI vs DOV
+29.1%
+920.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.9% |
| 7D | +4.2% | +3.0% | +1.2% | +1.7% |
| 30D | -2.5% | +8.6% | -11.1% | -8.5% |
| 3M | -19.4% | +1.9% | -21.3% | -20.5% |
| 6M | +11.1% | -1.7% | +12.8% | +11.6% |
| YTD | +59.5% | +8.3% | +51.2% | +48.4% |
| 1Y | +85.8% | +16.6% | +69.2% | +62.8% |
| 3Y | +311.9% | +65.1% | +246.8% | +178.7% |
| All | +949.2% | +29.1% | +920.2% | +673.9% |
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