+398.3%
CAH vs PAYC
-54.0%
+452.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | -5.1% | -10.2% | +5.1% | -4.8% |
| 30D | -1.8% | +2.0% | -3.7% | -1.8% |
| 3M | +9.4% | +58.3% | -48.9% | +7.9% |
| 6M | +9.2% | +64.5% | -55.2% | +7.6% |
| YTD | +15.7% | +36.5% | -20.9% | +14.6% |
| 1Y | +59.7% | -1.3% | +61.0% | +60.2% |
| 3Y | +178.5% | -22.1% | +200.6% | +181.5% |
| 5Y | +398.3% | -53.3% | +451.6% | +374.9% |
| All | +398.3% | -54.0% | +452.3% | +374.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling