+329.3%
AGI vs PAYC
+1,137.5%
-808.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +3.0% | +1.3% |
| 7D | +2.2% | -8.7% | +11.0% | +2.3% |
| 30D | +11.3% | +1.2% | +10.1% | +11.3% |
| 3M | +5.6% | +58.6% | -53.0% | +4.9% |
| 6M | -27.7% | +56.6% | -84.3% | -28.1% |
| YTD | -4.1% | +36.2% | -40.3% | -4.5% |
| 1Y | +13.8% | -2.2% | +16.0% | +14.0% |
| 3Y | +217.0% | -22.3% | +239.3% | +217.0% |
| 5Y | +404.3% | -53.9% | +458.2% | +399.5% |
| 10Y | +400.5% | +347.5% | +53.0% | +511.9% |
| All | +329.3% | +1,137.5% | -808.2% | +515.2% |
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 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