+11.5%
APD vs PAYC
-18.2%
+29.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.7% |
| 7D | -2.2% | -2.9% | +0.7% | -2.0% |
| 30D | +2.1% | +32.8% | -30.7% | 0.0% |
| 3M | +7.2% | +69.3% | -62.1% | +3.2% |
| 6M | +11.2% | +74.0% | -62.7% | +6.7% |
| YTD | +24.4% | +46.4% | -22.0% | +21.2% |
| 1Y | +6.7% | +4.2% | +2.5% | +7.4% |
| All | +11.5% | -18.2% | +29.6% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling