+153.0%
DASH vs ATI
+363.8%
-210.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.0% | -7.6% | -5.4% |
| 7D | -10.6% | -0.1% | -10.5% | -10.6% |
| 30D | +2.2% | +2.7% | -0.5% | +1.1% |
| 3M | +32.3% | +16.3% | +16.0% | +25.8% |
| 6M | +19.1% | +30.2% | -11.1% | +8.7% |
| YTD | -6.5% | +83.6% | -90.1% | -24.0% |
| 1Y | -14.9% | +173.0% | -187.9% | -40.0% |
| All | +153.0% | +363.8% | -210.8% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling