+70.5%
DOCN vs ATI
+751.3%
-680.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.4% | -1.9% | +0.8% |
| 7D | -19.2% | +6.2% | -25.3% | -20.8% |
| 30D | -43.1% | -7.1% | -36.0% | -41.1% |
| 3M | -40.7% | -21.3% | -19.4% | -34.9% |
| 6M | -55.0% | +6.5% | -61.5% | -56.0% |
| YTD | +50.6% | +53.2% | -2.6% | +27.3% |
| 1Y | +54.0% | +82.7% | -28.8% | +21.8% |
| 3Y | +203.9% | +314.3% | -110.4% | +69.3% |
| 5Y | -29.4% | +890.9% | -920.3% | -65.4% |
| All | +70.5% | +751.3% | -680.7% | -19.3% |
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