+12.4%
AA vs PAYC
-53.8%
+66.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -1.5% |
| 7D | -0.6% | -8.7% | +8.1% | +1.6% |
| 30D | -1.6% | +1.2% | -2.7% | -2.1% |
| 3M | -29.8% | +58.6% | -88.4% | -39.2% |
| 6M | -16.6% | +56.6% | -73.2% | -28.2% |
| YTD | -4.0% | +36.2% | -40.3% | -14.2% |
| 1Y | +63.5% | -2.2% | +65.7% | +62.5% |
| 3Y | +86.8% | -22.3% | +109.1% | +90.7% |
| 5Y | +12.4% | -53.9% | +66.2% | +23.1% |
| All | +12.4% | -53.8% | +66.2% | +23.1% |
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 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