+45.8%
AR vs PAYC
-22.2%
+68.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -0.4% |
| 7D | -1.8% | -7.9% | +6.1% | -1.2% |
| 30D | +12.6% | +2.1% | +10.5% | +12.3% |
| 3M | +10.0% | +61.8% | -51.7% | +5.0% |
| 6M | +0.6% | +59.9% | -59.3% | -3.9% |
| YTD | +13.4% | +38.5% | -25.1% | +9.7% |
| 1Y | +21.7% | -1.4% | +23.1% | +21.7% |
| 3Y | +45.8% | -21.0% | +66.8% | +62.8% |
| All | +45.8% | -22.2% | +68.0% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling