-6.4%
CARR vs PAYC
-0.1%
-6.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.6% |
| 7D | -3.8% | -5.5% | +1.7% | -4.5% |
| 30D | -8.9% | +3.8% | -12.7% | -8.3% |
| 3M | -17.3% | +65.8% | -83.1% | -9.7% |
| 6M | -1.4% | +68.7% | -70.1% | +8.8% |
| YTD | +10.0% | +38.3% | -28.4% | +23.3% |
| 1Y | -6.4% | -2.4% | -4.0% | +7.1% |
| All | -6.4% | -0.1% | -6.3% | +7.1% |
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