+98.1%
AR vs PAYC
-51.4%
+149.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.3% |
| 7D | -5.8% | -9.5% | +3.8% | -4.4% |
| 30D | +4.8% | +2.5% | +2.3% | +4.3% |
| 3M | +1.5% | +11.7% | -10.2% | -0.4% |
| 6M | +4.7% | +74.6% | -69.9% | -4.8% |
| YTD | +9.2% | +50.4% | -41.2% | +1.3% |
| 1Y | +11.2% | +44.0% | -32.8% | +3.8% |
| 3Y | +46.2% | +42.5% | +3.8% | +35.5% |
| 5Y | +98.1% | -50.3% | +148.3% | +160.5% |
| All | +98.1% | -51.4% | +149.5% | +160.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling