+27.7%
AVAV vs PAYC
-48.2%
+75.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.7% |
| 7D | +4.2% | +4.9% | -0.6% | +3.3% |
| 30D | -2.6% | +4.1% | -6.7% | -3.5% |
| 3M | -38.0% | +11.5% | -49.4% | -39.4% |
| 6M | -27.0% | +85.3% | -112.3% | -36.3% |
| YTD | -51.4% | +57.3% | -108.7% | -56.4% |
| 1Y | -60.2% | +52.6% | -112.8% | -64.1% |
| 3Y | -6.7% | +48.3% | -54.9% | -18.4% |
| All | +27.7% | -48.2% | +75.9% | -1.9% |
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