+324.3%
DOCN vs ATI
+363.8%
-39.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.0% | -0.2% | +1.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.2% |
| 30D | -9.6% | +2.7% | -12.3% | -10.8% |
| 3M | -37.7% | +16.3% | -54.0% | -41.8% |
| 6M | +115.2% | +30.2% | +85.0% | +89.4% |
| YTD | +133.7% | +83.6% | +50.2% | +75.5% |
| 1Y | +250.2% | +173.0% | +77.2% | +116.7% |
| All | +324.3% | +363.8% | -39.5% | +72.9% |
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