+175.8%
B vs PAYC
+1,262.3%
-1,086.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +0.7% |
| 7D | +9.6% | -10.2% | +19.8% | +9.9% |
| 30D | +3.5% | +6.1% | -2.6% | +3.3% |
| 3M | -1.6% | +10.1% | -11.6% | -1.9% |
| 6M | -1.7% | +88.6% | -90.3% | -3.7% |
| YTD | -5.3% | +50.0% | -55.3% | -6.6% |
| 1Y | +27.2% | +46.1% | -18.9% | +25.6% |
| 3Y | +166.1% | +51.2% | +115.0% | +161.8% |
| 5Y | +136.5% | -51.7% | +188.2% | +137.4% |
| 10Y | +172.2% | +467.4% | -295.1% | +196.4% |
| All | +175.8% | +1,262.3% | -1,086.5% | +208.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling