+290.8%
APD vs PAYC
+1,266.0%
-975.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | -0.2% | -9.5% | +9.3% | +1.5% |
| 30D | +11.0% | +2.5% | +8.5% | +10.5% |
| 3M | +1.3% | +11.7% | -10.3% | -0.8% |
| 6M | +6.4% | +74.6% | -68.3% | -4.6% |
| YTD | +28.9% | +50.4% | -21.5% | +17.9% |
| 1Y | +23.2% | +44.0% | -20.8% | +13.6% |
| 3Y | +26.3% | +42.5% | -16.1% | +14.2% |
| 5Y | +12.0% | -50.3% | +62.3% | +18.1% |
| 10Y | +183.2% | +521.2% | -338.0% | +100.2% |
| All | +290.8% | +1,266.0% | -975.1% | +151.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling