+2.1%
AVTR vs PAYC
+6.9%
-4.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.9% |
| 7D | -1.1% | -5.5% | +4.4% | +0.7% |
| 30D | +6.3% | +3.8% | +2.5% | +4.9% |
| 3M | +53.3% | +65.8% | -12.5% | +27.3% |
| 6M | +78.6% | +68.7% | +9.9% | +46.0% |
| YTD | +29.2% | +38.3% | -9.1% | +12.7% |
| 1Y | +13.8% | -2.4% | +16.2% | +11.8% |
| 3Y | -27.4% | -21.5% | -5.9% | -27.7% |
| 5Y | -65.0% | -52.7% | -12.3% | -59.6% |
| All | +2.1% | +6.9% | -4.8% | -19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling