+65.7%
AMGN vs PAYC
+46.2%
+19.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.8% | +3.6% |
| 7D | +5.9% | +2.0% | +3.9% | +5.8% |
| 30D | +18.7% | +18.8% | 0.0% | +17.6% |
| 3M | +23.4% | +53.2% | -29.8% | +21.3% |
| 6M | +49.7% | +103.7% | -54.0% | +44.8% |
| YTD | +49.2% | +69.5% | -20.3% | +50.5% |
| 1Y | +65.7% | +48.8% | +16.9% | +73.3% |
| All | +65.7% | +46.2% | +19.6% | +73.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling