+19.2%
AR vs PAYC
-1.1%
+20.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -1.3% | -10.2% | +8.9% | -0.8% |
| 30D | +3.5% | +2.0% | +1.6% | +3.5% |
| 3M | +9.9% | +58.3% | -48.4% | +7.3% |
| 6M | +4.5% | +64.5% | -60.0% | +2.5% |
| YTD | +13.7% | +36.5% | -22.9% | +11.8% |
| 1Y | +19.2% | -1.3% | +20.5% | +14.2% |
| All | +19.2% | -1.1% | +20.4% | +14.2% |
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