+996.8%
ATI vs DRI
+343.2%
+653.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +1.3% | +4.2% | -2.9% | -0.9% |
| 30D | -4.8% | +15.7% | -20.4% | -12.0% |
| 3M | -19.9% | +5.8% | -25.7% | -22.9% |
| 6M | +15.4% | +18.4% | -3.1% | +3.7% |
| YTD | +59.2% | +28.2% | +31.0% | +36.0% |
| 1Y | +86.3% | +35.9% | +50.4% | +53.8% |
| 3Y | +318.2% | +67.7% | +250.5% | +197.5% |
| 5Y | +958.6% | +77.9% | +880.8% | +610.6% |
| 10Y | +996.8% | +338.7% | +658.1% | +273.2% |
| All | +996.8% | +343.2% | +653.5% | +273.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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