+111.9%
DOCN vs ATI
+820.9%
-708.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +1.9% | +2.8% |
| 7D | +27.4% | +13.0% | +14.4% | +21.6% |
| 30D | -29.7% | +0.2% | -29.9% | -29.5% |
| 3M | -32.5% | -17.5% | -15.0% | -27.1% |
| 6M | -42.2% | +18.1% | -60.3% | -45.5% |
| YTD | +87.2% | +65.7% | +21.5% | +53.6% |
| 1Y | +86.2% | +91.9% | -5.7% | +44.5% |
| 3Y | +257.4% | +335.2% | -77.8% | +95.2% |
| 5Y | -27.4% | +1,004.3% | -1,031.7% | -65.4% |
| All | +111.9% | +820.9% | -708.9% | -2.6% |
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