-31.7%
AAL vs PAYC
-54.1%
+22.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.9% | +0.7% |
| 7D | -1.3% | -8.7% | +7.5% | +1.3% |
| 30D | -13.7% | +1.2% | -14.9% | -14.2% |
| 3M | -8.2% | +58.6% | -66.8% | -22.0% |
| 6M | +13.1% | +56.6% | -43.5% | -4.7% |
| YTD | -15.6% | +36.2% | -51.8% | -25.7% |
| 1Y | +1.4% | -2.2% | +3.6% | +0.1% |
| 3Y | -7.4% | -22.3% | +14.9% | -5.2% |
| All | -31.7% | -54.1% | +22.4% | -26.2% |
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