+1,025.5%
ATI vs CPAY
+55.3%
+970.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -5.6% | -2.0% | -3.7% | -4.8% |
| 30D | -13.7% | -0.4% | -13.4% | -13.8% |
| 3M | -0.4% | +16.4% | -16.7% | -7.7% |
| 6M | +26.2% | +23.5% | +2.7% | +12.6% |
| YTD | +73.2% | +35.7% | +37.6% | +44.8% |
| 1Y | +161.6% | +30.2% | +131.4% | +122.4% |
| 3Y | +346.2% | +49.7% | +296.4% | +244.7% |
| All | +1,025.5% | +55.3% | +970.3% | +668.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling