-65.0%
AVTR vs PAYC
-52.9%
-12.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | -1.1% | -5.5% | +4.4% | +0.4% |
| 30D | +6.3% | +3.8% | +2.5% | +5.1% |
| 3M | +53.3% | +65.8% | -12.5% | +31.2% |
| 6M | +78.6% | +68.7% | +9.9% | +50.9% |
| YTD | +29.2% | +38.3% | -9.1% | +15.3% |
| 1Y | +13.8% | -2.4% | +16.2% | +12.3% |
| 3Y | -27.4% | -21.5% | -5.9% | -26.9% |
| All | -65.0% | -52.9% | -12.1% | -61.7% |
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