+31.8%
A vs PAYC
-22.2%
+54.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.4% | +2.7% | -1.9% |
| 7D | -2.1% | -7.9% | +5.8% | -0.9% |
| 30D | +0.6% | +2.1% | -1.5% | +0.2% |
| 3M | +10.9% | +61.8% | -50.9% | +2.2% |
| 6M | +28.2% | +59.9% | -31.8% | +17.9% |
| YTD | +8.6% | +38.5% | -29.9% | +2.1% |
| 1Y | +15.5% | -1.4% | +16.9% | +14.9% |
| 3Y | +31.8% | -21.0% | +52.8% | +32.9% |
| All | +31.8% | -22.2% | +54.0% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling