+69.3%
A vs PAYC
+43.6%
+25.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +1.4% | -9.5% | +10.9% | +3.1% |
| 30D | +4.3% | +2.5% | +1.8% | +3.6% |
| 3M | +19.8% | +11.7% | +8.1% | +17.0% |
| 6M | +54.4% | +74.6% | -20.2% | +36.5% |
| YTD | +31.7% | +50.4% | -18.7% | +20.1% |
| 1Y | +22.4% | +44.0% | -21.6% | +12.7% |
| All | +69.3% | +43.6% | +25.7% | +69.7% |
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 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