+56.6%
CART vs PAYC
+46.6%
+10.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.7% |
| 7D | +1.5% | -11.1% | +12.6% | +4.5% |
| 30D | +22.4% | +1.8% | +20.6% | +21.6% |
| 3M | +16.5% | +10.2% | +6.3% | +13.7% |
| 6M | +44.9% | +73.5% | -28.6% | +23.5% |
| YTD | +30.0% | +49.4% | -19.5% | +16.8% |
| All | +56.6% | +46.6% | +10.0% | +43.1% |
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