-19.4%
AS vs PAYC
+4.7%
-24.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.7% | +7.3% | +3.5% |
| 7D | -4.9% | -2.9% | -2.0% | -4.9% |
| 30D | -19.6% | +32.8% | -52.4% | -19.2% |
| 3M | -14.4% | +69.3% | -83.7% | -13.9% |
| 6M | -20.1% | +74.0% | -94.1% | -18.8% |
| YTD | -20.9% | +46.4% | -67.3% | -17.5% |
| All | -19.4% | +4.7% | -24.1% | -15.5% |
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 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