+13.7%
AR vs PAYC
+46.2%
-32.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.0% | -8.2% | -6.3% |
| 7D | -11.1% | +2.0% | -13.2% | -11.2% |
| 30D | +7.9% | +18.8% | -10.9% | +7.0% |
| 3M | +4.9% | +53.2% | -48.3% | +2.5% |
| 6M | -5.3% | +103.7% | -109.0% | -8.6% |
| YTD | +8.6% | +69.5% | -60.9% | +5.8% |
| 1Y | +13.7% | +48.8% | -35.1% | +11.6% |
| All | +13.7% | +46.2% | -32.5% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling