+56.1%
B vs PAYC
-2.9%
+59.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.0% |
| 7D | +1.0% | -8.7% | +9.8% | +0.5% |
| 30D | +9.5% | +1.2% | +8.3% | +9.7% |
| 3M | +14.3% | +58.6% | -44.3% | +20.4% |
| 6M | -1.9% | +56.6% | -58.5% | +4.5% |
| YTD | +4.1% | +36.2% | -32.2% | +11.9% |
| 1Y | +56.1% | -2.2% | +58.3% | +69.9% |
| All | +56.1% | -2.9% | +59.0% | +69.9% |
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