+346.7%
ATI vs CPAY
+49.2%
+297.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.6% | -4.2% | -3.9% |
| 7D | -2.7% | -2.7% | 0.0% | -1.8% |
| 30D | -13.5% | +0.6% | -14.1% | -13.8% |
| 3M | +8.5% | +17.0% | -8.5% | +1.7% |
| 6M | +25.2% | +24.1% | +1.1% | +13.8% |
| YTD | +73.4% | +35.7% | +37.7% | +48.8% |
| 1Y | +160.5% | +34.0% | +126.5% | +124.0% |
| All | +346.7% | +49.2% | +297.5% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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