+513.7%
ALL vs PAYC
+1,266.0%
-752.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.8% |
| 7D | -0.1% | -9.5% | +9.4% | +1.4% |
| 30D | +13.8% | +2.5% | +11.3% | +13.4% |
| 3M | -2.8% | +11.7% | -14.4% | -4.5% |
| 6M | +23.7% | +74.6% | -51.0% | +13.1% |
| YTD | +27.3% | +50.4% | -23.1% | +18.4% |
| 1Y | +30.5% | +44.0% | -13.5% | +22.1% |
| 3Y | +113.0% | +42.5% | +70.5% | +96.0% |
| 5Y | +157.6% | -50.3% | +207.8% | +168.8% |
| 10Y | +368.4% | +521.2% | -152.8% | +266.3% |
| All | +513.7% | +1,266.0% | -752.3% | +363.4% |
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