+73.5%
CART vs PAYC
-7.0%
+80.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.1% |
| 7D | +1.2% | -0.5% | +1.7% | +1.2% |
| 30D | +17.8% | +5.2% | +12.6% | +16.7% |
| 3M | +20.7% | +18.0% | +2.7% | +17.4% |
| 6M | +49.7% | +81.6% | -31.9% | +34.8% |
| YTD | +30.0% | +57.3% | -27.2% | +18.8% |
| 1Y | +48.4% | +49.8% | -1.4% | +36.4% |
| 3Y | +132.0% | +49.0% | +83.0% | +115.3% |
| All | +73.5% | -7.0% | +80.5% | +54.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling