+117.0%
AAPL vs PAYC
-54.1%
+171.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +0.1% |
| 7D | -3.0% | -8.7% | +5.8% | -1.1% |
| 30D | +2.3% | +1.2% | +1.1% | +2.0% |
| 3M | +8.6% | +58.6% | -50.0% | -3.0% |
| 6M | +21.6% | +56.6% | -35.1% | +8.2% |
| YTD | +16.3% | +36.2% | -19.9% | +6.6% |
| 1Y | +35.1% | -2.2% | +37.2% | +34.0% |
| 3Y | +79.4% | -22.3% | +101.7% | +82.7% |
| All | +117.0% | -54.1% | +171.1% | +126.1% |
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