+391.7%
APP vs PAYC
-38.8%
+430.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.7% | +5.9% | +4.0% |
| 7D | +0.9% | -2.9% | +3.8% | +2.2% |
| 30D | -23.3% | +32.8% | -56.0% | -36.8% |
| 3M | -42.6% | +69.3% | -111.9% | -59.6% |
| 6M | -33.6% | +74.0% | -107.6% | -54.2% |
| YTD | -52.4% | +46.4% | -98.8% | -64.0% |
| 1Y | -35.9% | +4.2% | -40.1% | -41.4% |
| 3Y | +642.2% | -19.7% | +661.9% | +640.0% |
| 5Y | +311.1% | -52.0% | +363.1% | +443.2% |
| All | +391.7% | -38.8% | +430.4% | +407.7% |
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