+77.2%
CAPR vs PAYC
+46.6%
+30.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.4% | +9.8% | +9.5% |
| 7D | +36.0% | -11.1% | +47.2% | +37.6% |
| 30D | +25.8% | +1.8% | +24.0% | +25.8% |
| 3M | +140.8% | +10.2% | +130.6% | +138.3% |
| 6M | -67.6% | +73.5% | -141.1% | -70.6% |
| YTD | -65.9% | +49.4% | -115.3% | -22.6% |
| All | +77.2% | +46.6% | +30.6% | +274.3% |
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