+214.7%
CAPR vs PAYC
+50.7%
+164.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.1% | +9.7% | +5.4% |
| 7D | +41.1% | -10.2% | +51.2% | +43.4% |
| 30D | +11.1% | +6.1% | +5.0% | +10.1% |
| 3M | +115.3% | +10.1% | +105.2% | +111.3% |
| 6M | -73.8% | +88.6% | -162.5% | -77.4% |
| YTD | -68.8% | +50.0% | -118.8% | -71.1% |
| 1Y | +43.3% | +46.1% | -2.8% | +34.7% |
| 3Y | +214.7% | +51.2% | +163.5% | +207.8% |
| All | +214.7% | +50.7% | +164.0% | +207.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling