+1,141.3%
ATI vs DOV
+981.1%
+160.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.0% | +2.0% |
| 7D | -0.1% | -2.7% | +2.6% | +2.7% |
| 30D | +2.7% | -8.1% | +10.8% | +11.6% |
| 3M | +16.3% | -9.4% | +25.7% | +26.8% |
| 6M | +30.2% | -12.6% | +42.8% | +47.4% |
| YTD | +83.6% | -0.5% | +84.0% | +81.7% |
| 1Y | +173.0% | +9.2% | +163.8% | +146.2% |
| 3Y | +356.6% | +34.1% | +322.5% | +231.5% |
| 5Y | +1,074.2% | +17.3% | +1,056.9% | +841.7% |
| 10Y | +1,136.2% | +284.9% | +851.3% | +217.8% |
| All | +1,141.3% | +981.1% | +160.1% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling