+62.4%
CART vs PAYC
+46.2%
+16.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.1% |
| 7D | +1.4% | +2.0% | -0.7% | +0.8% |
| 30D | +29.7% | +18.8% | +10.9% | +23.9% |
| 3M | +29.7% | +53.2% | -23.5% | +16.2% |
| 6M | +36.8% | +103.7% | -66.9% | +11.3% |
| YTD | +31.7% | +69.5% | -37.8% | +13.8% |
| 1Y | +62.4% | +48.8% | +13.6% | +47.9% |
| All | +62.4% | +46.2% | +16.2% | +47.9% |
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 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