+50.2%
CART vs PAYC
+46.9%
+3.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.2% |
| 7D | -0.6% | -9.5% | +8.9% | +1.9% |
| 30D | +23.1% | +3.3% | +19.8% | +21.9% |
| 3M | +19.2% | +14.5% | +4.7% | +15.3% |
| 6M | +45.7% | +76.0% | -30.4% | +24.3% |
| YTD | +30.9% | +53.4% | -22.5% | +15.3% |
| 1Y | +50.2% | +43.8% | +6.4% | +34.1% |
| All | +50.2% | +46.9% | +3.3% | +34.1% |
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