+500.0%
APP vs PAYC
-37.3%
+537.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -5.1% | +14.9% | +12.2% |
| 7D | +71.2% | -10.2% | +81.4% | +77.9% |
| 30D | +39.1% | +6.1% | +32.9% | +32.7% |
| 3M | +16.5% | +10.1% | +6.5% | +8.9% |
| 6M | -16.6% | +88.6% | -105.2% | -45.9% |
| YTD | -41.9% | +50.0% | -91.9% | -57.4% |
| 1Y | -37.0% | +46.1% | -83.1% | -53.3% |
| 3Y | +892.4% | +51.2% | +841.3% | +588.7% |
| 5Y | +297.3% | -51.7% | +349.0% | +413.9% |
| All | +500.0% | -37.3% | +537.3% | +501.4% |
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