+930.3%
ATI vs PAYC
+510.1%
+420.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +4.2% | +4.9% | -0.7% | +2.8% |
| 30D | -2.5% | +4.1% | -6.7% | -4.1% |
| 3M | -19.4% | +11.5% | -30.9% | -22.6% |
| 6M | +11.1% | +85.3% | -74.2% | -10.0% |
| YTD | +59.5% | +57.3% | +2.3% | +33.8% |
| 1Y | +85.8% | +52.6% | +33.2% | +57.2% |
| 3Y | +311.9% | +48.3% | +263.6% | +238.9% |
| 5Y | +963.2% | -47.8% | +1,011.1% | +1,073.8% |
| All | +930.3% | +510.1% | +420.2% | +385.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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