+103.1%
DOCN vs ATI
+786.6%
-683.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.7% | -0.4% | -2.7% |
| 7D | +19.1% | +4.2% | +14.9% | +17.4% |
| 30D | -21.0% | -2.5% | -18.5% | -19.8% |
| 3M | -34.7% | -19.4% | -15.3% | -28.9% |
| 6M | -45.8% | +11.1% | -56.9% | -47.7% |
| YTD | +79.4% | +59.5% | +19.8% | +49.5% |
| 1Y | +91.0% | +85.8% | +5.3% | +50.3% |
| 3Y | +237.5% | +311.9% | -74.4% | +88.2% |
| 5Y | -30.4% | +963.2% | -993.6% | -66.4% |
| All | +103.1% | +786.6% | -683.5% | -5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling