+35.1%
AVTR vs PAYC
+46.2%
-11.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | 0.0% |
| 7D | -6.2% | +2.0% | -8.3% | -6.6% |
| 30D | -1.0% | +18.8% | -19.8% | -4.2% |
| 3M | +14.4% | +53.2% | -38.8% | +4.9% |
| 6M | +95.9% | +103.7% | -7.8% | +66.8% |
| YTD | +36.6% | +69.5% | -32.9% | +18.7% |
| 1Y | +35.1% | +48.8% | -13.7% | +19.9% |
| All | +35.1% | +46.2% | -11.0% | +19.9% |
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 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