+112.8%
CART vs PAYC
+50.7%
+62.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.7% | +1.7% |
| 7D | +3.0% | -10.2% | +13.1% | +5.4% |
| 30D | +28.6% | +6.1% | +22.4% | +26.7% |
| 3M | +29.1% | +10.1% | +19.0% | +26.2% |
| 6M | +44.7% | +88.6% | -43.9% | +23.4% |
| YTD | +29.2% | +50.0% | -20.8% | +15.6% |
| 1Y | +66.2% | +46.1% | +20.1% | +49.3% |
| 3Y | +112.8% | +51.2% | +61.7% | +49.4% |
| All | +112.8% | +50.7% | +62.1% | +49.4% |
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