+96.9%
AU vs PAYC
+5.6%
+91.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.7% | +1.4% | -2.9% |
| 7D | -3.6% | -2.9% | -0.8% | -4.1% |
| 30D | +23.9% | +32.8% | -8.9% | +30.8% |
| 3M | +19.1% | +69.3% | -50.2% | +32.6% |
| 6M | -0.2% | +74.0% | -74.1% | +13.1% |
| YTD | +32.5% | +46.4% | -13.9% | +51.6% |
| 1Y | +96.9% | +4.2% | +92.8% | +124.5% |
| All | +96.9% | +5.6% | +91.4% | +124.5% |
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