+114.8%
ALL vs PAYC
-53.3%
+168.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -1.8% |
| 7D | -1.7% | -7.9% | +6.2% | -0.8% |
| 30D | -4.7% | +2.1% | -6.8% | -4.9% |
| 3M | +18.4% | +61.8% | -43.4% | +12.0% |
| 6M | +20.5% | +59.9% | -39.4% | +13.9% |
| YTD | +23.5% | +38.5% | -15.0% | +18.3% |
| 1Y | +29.0% | -1.4% | +30.4% | +27.6% |
| 3Y | +153.7% | -21.0% | +174.7% | +154.0% |
| 5Y | +114.8% | -52.9% | +167.7% | +112.2% |
| All | +114.8% | -53.3% | +168.1% | +112.2% |
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 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