-35.2%
AAL vs PAYC
-48.2%
+13.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.1% | +4.9% | -4.9% | -1.6% |
| 30D | +11.7% | +4.1% | +7.6% | +10.2% |
| 3M | -12.5% | +11.5% | -24.0% | -15.7% |
| 6M | +3.6% | +85.3% | -81.7% | -17.0% |
| YTD | -14.1% | +57.3% | -71.4% | -27.9% |
| 1Y | +0.8% | +52.6% | -51.8% | -14.6% |
| 3Y | +11.8% | +48.3% | -36.5% | -5.7% |
| All | -35.2% | -48.2% | +13.0% | -15.5% |
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