+3.0%
ALLY vs PAYC
-51.7%
+54.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +1.2% |
| 7D | +3.7% | -2.9% | +6.6% | +4.4% |
| 30D | -2.3% | +32.8% | -35.0% | -9.9% |
| 3M | +3.8% | +69.3% | -65.5% | -11.1% |
| 6M | +9.7% | +74.0% | -64.3% | -7.6% |
| YTD | -1.4% | +46.4% | -47.8% | -13.0% |
| 1Y | +8.2% | +4.2% | +4.1% | +5.6% |
| 3Y | +66.5% | -19.7% | +86.2% | +69.3% |
| All | +3.0% | -51.7% | +54.7% | +2.9% |
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 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