+16.1%
A vs PAYC
-50.6%
+66.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | +1.4% | -9.5% | +10.9% | +3.6% |
| 30D | +4.3% | +2.5% | +1.8% | +3.5% |
| 3M | +19.8% | +11.7% | +8.1% | +16.4% |
| 6M | +54.4% | +74.6% | -20.2% | +33.3% |
| YTD | +31.7% | +50.4% | -18.7% | +17.2% |
| 1Y | +22.4% | +44.0% | -21.6% | +10.1% |
| 3Y | +67.7% | +42.5% | +25.2% | +47.7% |
| All | +16.1% | -50.6% | +66.7% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling