+153.7%
ALL vs PAYC
-22.2%
+175.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -1.9% |
| 7D | -1.7% | -7.9% | +6.2% | -1.0% |
| 30D | -4.7% | +2.1% | -6.8% | -4.9% |
| 3M | +18.4% | +61.8% | -43.4% | +13.5% |
| 6M | +20.5% | +59.9% | -39.4% | +15.4% |
| YTD | +23.5% | +38.5% | -15.0% | +19.3% |
| 1Y | +29.0% | -1.4% | +30.4% | +27.0% |
| 3Y | +153.7% | -21.0% | +174.7% | +158.0% |
| All | +153.7% | -22.2% | +175.9% | +158.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling