+5.6%
APD vs PAYC
-2.9%
+8.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.8% |
| 7D | -4.6% | -8.7% | +4.2% | -4.7% |
| 30D | -4.2% | +1.2% | -5.4% | -4.2% |
| 3M | +5.0% | +58.6% | -53.6% | +6.4% |
| 6M | +8.9% | +56.6% | -47.7% | +10.6% |
| YTD | +21.9% | +36.2% | -14.3% | +23.6% |
| 1Y | +5.6% | -2.2% | +7.8% | +9.5% |
| All | +5.6% | -2.9% | +8.5% | +9.5% |
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