+277.1%
APD vs PAYC
+1,229.9%
-952.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.3% |
| 7D | -2.2% | -2.9% | +0.7% | -1.7% |
| 30D | +2.1% | +32.8% | -30.7% | -3.3% |
| 3M | +7.2% | +69.3% | -62.1% | -3.1% |
| 6M | +11.2% | +74.0% | -62.7% | -0.5% |
| YTD | +24.4% | +46.4% | -22.0% | +14.4% |
| 1Y | +6.7% | +4.2% | +2.5% | +4.2% |
| 3Y | +9.2% | -19.7% | +29.0% | +8.1% |
| 5Y | +27.4% | -52.0% | +79.4% | +35.0% |
| 10Y | +164.8% | +356.9% | -192.1% | +93.2% |
| All | +277.1% | +1,229.9% | -952.8% | +144.3% |
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