+4,046.1%
DHR vs ATI
+1,097.9%
+2,948.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -0.8% | +3.2% | -4.0% | -1.4% |
| 30D | +0.2% | -9.0% | +9.2% | +1.9% |
| 3M | +12.1% | +15.1% | -3.0% | +8.4% |
| 6M | +5.4% | +38.1% | -32.7% | -1.8% |
| YTD | -10.0% | +80.7% | -90.6% | -20.4% |
| 1Y | +4.1% | +167.5% | -163.4% | -14.8% |
| 3Y | -5.2% | +366.0% | -371.2% | -31.9% |
| 5Y | -28.2% | +1,088.8% | -1,117.0% | -57.9% |
| 10Y | +208.4% | +1,055.0% | -846.6% | +55.3% |
| All | +4,046.1% | +1,097.9% | +2,948.2% | +1,416.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling