+204.2%
B vs PAYC
+1,229.9%
-1,025.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -2.1% |
| 7D | -1.6% | -2.9% | +1.3% | -1.5% |
| 30D | +9.4% | +32.8% | -23.3% | +8.5% |
| 3M | +5.0% | +69.3% | -64.3% | +3.3% |
| 6M | -3.5% | +74.0% | -77.5% | -5.3% |
| YTD | +4.5% | +46.4% | -42.0% | +3.2% |
| 1Y | +67.8% | +4.2% | +63.6% | +67.7% |
| 3Y | +196.7% | -19.7% | +216.4% | +196.6% |
| 5Y | +151.9% | -52.0% | +204.0% | +153.1% |
| 10Y | +202.2% | +356.9% | -154.7% | +225.8% |
| All | +204.2% | +1,229.9% | -1,025.6% | +240.6% |
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