+45.2%
AMZN vs PAYC
-54.0%
+99.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -2.7% | -10.2% | +7.5% | +0.2% |
| 30D | -7.5% | +2.0% | -9.4% | -8.2% |
| 3M | +5.8% | +58.3% | -52.4% | -9.1% |
| 6M | +17.5% | +64.5% | -47.0% | -1.3% |
| YTD | +9.1% | +36.5% | -27.4% | -3.1% |
| 1Y | +9.4% | -1.3% | +10.6% | +7.9% |
| 3Y | +82.2% | -22.1% | +104.4% | +86.6% |
| 5Y | +45.2% | -53.3% | +98.5% | +53.1% |
| All | +45.2% | -54.0% | +99.2% | +53.1% |
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