+15.0%
A vs PAYC
+46.9%
-31.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.8% | -2.5% |
| 7D | +0.7% | -0.5% | +1.2% | +0.7% |
| 30D | +0.8% | +5.2% | -4.3% | +0.2% |
| 3M | +16.9% | +18.0% | -1.1% | +14.8% |
| 6M | +53.8% | +81.6% | -27.9% | +42.2% |
| YTD | +28.1% | +57.3% | -29.2% | +23.1% |
| 1Y | +15.0% | +49.8% | -34.8% | +12.6% |
| All | +15.0% | +46.9% | -31.8% | +12.6% |
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