+5.4%
B vs PAYC
+51.3%
-46.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -7.3% | +4.9% | -12.2% | -6.9% |
| 30D | -3.3% | +4.1% | -7.5% | -3.0% |
| 3M | -7.8% | +11.5% | -19.2% | -6.8% |
| 6M | -15.5% | +85.3% | -100.8% | -8.4% |
| YTD | -12.3% | +57.3% | -69.5% | -5.0% |
| 1Y | +5.4% | +52.6% | -47.2% | +13.8% |
| All | +5.4% | +51.3% | -46.0% | +13.8% |
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