+130.3%
CART vs PAYC
+46.4%
+83.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.2% |
| 7D | -0.6% | -9.5% | +8.9% | +1.6% |
| 30D | +23.1% | +3.3% | +19.8% | +22.1% |
| 3M | +19.2% | +14.5% | +4.7% | +15.6% |
| 6M | +45.7% | +76.0% | -30.4% | +27.1% |
| YTD | +30.9% | +53.4% | -22.5% | +16.7% |
| 1Y | +50.2% | +43.8% | +6.4% | +35.5% |
| All | +130.3% | +46.4% | +83.9% | +81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling