+645.2%
AU vs PAYC
+1,137.5%
-492.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +0.7% |
| 7D | +0.6% | -8.7% | +9.4% | +0.8% |
| 30D | +12.3% | +1.2% | +11.1% | +12.3% |
| 3M | +29.4% | +58.6% | -29.3% | +28.0% |
| 6M | +3.2% | +56.6% | -53.4% | +2.1% |
| YTD | +31.8% | +36.2% | -4.4% | +31.0% |
| 1Y | +83.4% | -2.2% | +85.6% | +84.2% |
| 3Y | +623.1% | -22.3% | +645.4% | +624.3% |
| 5Y | +700.5% | -53.9% | +754.4% | +701.9% |
| 10Y | +717.6% | +347.5% | +370.1% | +855.3% |
| All | +645.2% | +1,137.5% | -492.3% | +839.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling