+144.6%
CAPR vs PAYC
-52.1%
+196.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -5.1% | +9.7% | +5.6% |
| 7D | +41.1% | -10.2% | +51.2% | +43.9% |
| 30D | +11.1% | +6.1% | +5.0% | +9.8% |
| 3M | +115.3% | +10.1% | +105.2% | +110.2% |
| 6M | -73.8% | +88.6% | -162.5% | -77.8% |
| YTD | -68.8% | +50.0% | -118.8% | -72.1% |
| 1Y | +43.3% | +46.1% | -2.8% | +29.3% |
| 3Y | +214.7% | +51.2% | +163.5% | +176.2% |
| All | +144.6% | -52.1% | +196.7% | +178.8% |
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 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