+133.7%
AS vs PAYC
+33.6%
+100.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.8% | +4.5% | -1.2% |
| 7D | +7.1% | -4.1% | +11.2% | +7.8% |
| 30D | +12.8% | +12.4% | +0.4% | +10.8% |
| 3M | -14.7% | +43.3% | -58.0% | -19.8% |
| 6M | -9.9% | +90.7% | -100.6% | -20.2% |
| YTD | -16.1% | +58.0% | -74.2% | -22.1% |
| 1Y | +0.2% | +37.4% | -37.2% | -3.3% |
| All | +133.7% | +33.6% | +100.1% | +149.6% |
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 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