+22.2%
A vs PAYC
+46.2%
-24.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.8% |
| 7D | -2.4% | +2.0% | -4.4% | -2.5% |
| 30D | +3.6% | +18.8% | -15.2% | +1.9% |
| 3M | +27.5% | +53.2% | -25.8% | +22.3% |
| 6M | +58.5% | +103.7% | -45.2% | +46.1% |
| YTD | +31.2% | +69.5% | -38.3% | +23.1% |
| 1Y | +22.2% | +48.8% | -26.6% | +16.2% |
| All | +22.2% | +46.2% | -24.0% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling