+288.8%
C vs PAYC
+1,229.9%
-941.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +0.6% |
| 7D | +3.6% | -2.9% | +6.5% | +4.3% |
| 30D | +0.1% | +32.8% | -32.7% | -7.5% |
| 3M | +2.4% | +69.3% | -66.9% | -11.5% |
| 6M | +24.9% | +74.0% | -49.0% | +6.3% |
| YTD | +19.8% | +46.4% | -26.6% | +6.2% |
| 1Y | +44.9% | +4.2% | +40.7% | +39.8% |
| 3Y | +263.0% | -19.7% | +282.7% | +256.5% |
| 5Y | +129.5% | -52.0% | +181.6% | +148.6% |
| 10Y | +291.6% | +356.9% | -65.3% | +158.3% |
| All | +288.8% | +1,229.9% | -941.1% | +124.5% |
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