+16.9%
A vs PAYC
-0.1%
+16.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.6% |
| 7D | -2.6% | -5.5% | +2.9% | -2.2% |
| 30D | -0.9% | +3.8% | -4.7% | -1.1% |
| 3M | +13.6% | +65.8% | -52.2% | +8.6% |
| 6M | +27.8% | +68.7% | -40.9% | +21.6% |
| YTD | +8.6% | +38.3% | -29.7% | +3.6% |
| 1Y | +16.9% | -2.4% | +19.3% | -0.7% |
| All | +16.9% | -0.1% | +16.9% | -0.7% |
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 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