+74.7%
CART vs PAYC
-7.0%
+81.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.3% | +4.9% | -3.6% | +0.5% |
| 30D | +19.2% | +4.1% | +15.0% | +18.3% |
| 3M | +17.6% | +11.5% | +6.1% | +15.4% |
| 6M | +47.4% | +85.3% | -37.9% | +32.3% |
| YTD | +30.9% | +57.3% | -26.4% | +19.6% |
| 1Y | +46.0% | +52.6% | -6.6% | +33.8% |
| 3Y | +130.3% | +48.3% | +82.0% | +113.8% |
| All | +74.7% | -7.0% | +81.7% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling