-27.1%
AVTR vs PAYC
-22.8%
-4.3%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | +1.6% | -8.7% | +10.3% | +3.6% |
| 30D | +8.4% | +1.2% | +7.2% | +8.0% |
| 3M | +50.2% | +58.6% | -8.5% | +33.5% |
| 6M | +82.6% | +56.6% | +26.0% | +61.8% |
| YTD | +29.8% | +36.2% | -6.4% | +18.6% |
| 1Y | +16.0% | -2.2% | +18.2% | +14.3% |
| All | -27.1% | -22.8% | -4.3% | -28.2% |
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