+404.9%
A vs PAYC
+1,328.4%
-923.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.8% | -2.8% |
| 7D | +0.7% | -0.5% | +1.2% | +0.7% |
| 30D | +0.8% | +5.2% | -4.3% | -0.6% |
| 3M | +16.9% | +18.0% | -1.1% | +11.9% |
| 6M | +53.8% | +81.6% | -27.9% | +31.0% |
| YTD | +28.1% | +57.3% | -29.2% | +12.1% |
| 1Y | +15.0% | +49.8% | -34.8% | +1.8% |
| 3Y | +63.1% | +49.0% | +14.1% | +41.1% |
| 5Y | +11.5% | -47.8% | +59.3% | +17.8% |
| 10Y | +303.2% | +515.8% | -212.6% | +153.1% |
| All | +404.9% | +1,328.4% | -923.5% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling