+121.4%
AG vs PAYC
+1,158.0%
-1,036.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | -0.6% |
| 7D | +4.5% | -7.9% | +12.4% | +5.2% |
| 30D | +12.9% | +2.1% | +10.7% | +12.6% |
| 3M | +20.9% | +61.8% | -40.8% | +15.4% |
| 6M | -19.5% | +59.9% | -79.5% | -23.3% |
| YTD | +24.8% | +38.5% | -13.7% | +20.4% |
| 1Y | +120.2% | -1.4% | +121.6% | +119.6% |
| 3Y | +279.0% | -21.0% | +300.0% | +278.1% |
| 5Y | +67.9% | -52.9% | +120.8% | +72.0% |
| 10Y | +57.5% | +332.8% | -275.3% | +73.5% |
| All | +121.4% | +1,158.0% | -1,036.6% | +168.9% |
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