+339.7%
AVGO vs PAYC
-22.8%
+362.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.0% |
| 7D | -0.8% | -8.7% | +8.0% | 0.0% |
| 30D | -13.7% | +1.2% | -14.9% | -13.9% |
| 3M | -6.9% | +58.6% | -65.5% | -11.9% |
| 6M | +5.8% | +56.6% | -50.8% | 0.0% |
| YTD | +5.7% | +36.2% | -30.6% | +2.2% |
| 1Y | +9.0% | -2.2% | +11.2% | +11.7% |
| All | +339.7% | -22.8% | +362.5% | +359.0% |
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