+73.5%
CART vs PAYC
-11.0%
+84.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +0.3% | -9.5% | +9.8% | +1.9% |
| 30D | +22.4% | +2.5% | +20.0% | +21.8% |
| 3M | +15.6% | +11.7% | +4.0% | +13.6% |
| 6M | +44.9% | +74.6% | -29.7% | +31.4% |
| YTD | +30.0% | +50.4% | -20.4% | +19.7% |
| 1Y | +56.6% | +44.0% | +12.6% | +44.9% |
| 3Y | +131.9% | +42.5% | +89.5% | +116.9% |
| All | +73.5% | -11.0% | +84.5% | +55.5% |
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