+30.4%
AWK vs PAYC
+50.1%
-19.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.6% |
| 30D | +14.2% | +5.2% | +9.0% | +13.6% |
| 3M | +10.0% | +18.0% | -7.9% | +8.1% |
| 6M | +17.1% | +81.6% | -64.6% | +9.4% |
| YTD | +16.1% | +57.3% | -41.1% | +10.0% |
| 1Y | +17.5% | +49.8% | -32.3% | +12.0% |
| All | +30.4% | +50.1% | -19.7% | +20.2% |
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