+40.4%
AVAV vs PAYC
-51.7%
+92.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +1.9% | -1.1% |
| 7D | -2.2% | -2.9% | +0.7% | -1.7% |
| 30D | -13.9% | +32.8% | -46.7% | -18.9% |
| 3M | -29.2% | +69.3% | -98.5% | -36.8% |
| 6M | -36.1% | +74.0% | -110.1% | -43.5% |
| YTD | -40.2% | +46.4% | -86.6% | -45.4% |
| 1Y | -36.2% | +4.2% | -40.4% | -37.5% |
| 3Y | +47.5% | -19.7% | +67.3% | +49.7% |
| All | +40.4% | -51.7% | +92.1% | +32.7% |
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