+978.9%
ATI vs DOV
+1,076.8%
-97.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.9% |
| 7D | +4.2% | +3.0% | +1.2% | +1.1% |
| 30D | -2.5% | +8.6% | -11.1% | -10.0% |
| 3M | -19.4% | +1.9% | -21.3% | -21.0% |
| 6M | +11.1% | -1.7% | +12.8% | +11.4% |
| YTD | +59.5% | +8.3% | +51.2% | +45.1% |
| 1Y | +85.8% | +16.6% | +69.2% | +57.1% |
| 3Y | +311.9% | +65.1% | +246.8% | +142.8% |
| 5Y | +963.2% | +29.2% | +934.1% | +675.3% |
| 10Y | +977.6% | +329.7% | +648.0% | +148.3% |
| All | +978.9% | +1,076.8% | -97.9% | -4.0% |
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