+289.4%
APD vs PAYC
+1,257.3%
-968.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -1.6% | -11.1% | +9.6% | +0.4% |
| 30D | +10.6% | +1.8% | +8.8% | +10.2% |
| 3M | +2.5% | +10.2% | -7.7% | +0.6% |
| 6M | +6.0% | +73.5% | -67.6% | -4.9% |
| YTD | +28.4% | +49.4% | -21.0% | +17.5% |
| 1Y | +22.2% | +47.2% | -25.1% | +12.1% |
| 3Y | +26.6% | +44.4% | -17.9% | +14.1% |
| 5Y | +11.8% | -52.1% | +63.9% | +18.7% |
| 10Y | +187.8% | +474.3% | -286.5% | +105.1% |
| All | +289.4% | +1,257.3% | -968.0% | +151.0% |
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