+72.5%
CART vs PAYC
-11.3%
+83.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.7% | +1.4% |
| 7D | +3.0% | -10.2% | +13.1% | +4.8% |
| 30D | +28.6% | +6.1% | +22.4% | +27.2% |
| 3M | +29.1% | +10.1% | +19.0% | +27.0% |
| 6M | +44.7% | +88.6% | -43.9% | +29.3% |
| YTD | +29.2% | +50.0% | -20.8% | +19.0% |
| 1Y | +66.2% | +46.1% | +20.1% | +53.5% |
| 3Y | +112.8% | +51.2% | +61.7% | +99.2% |
| All | +72.5% | -11.3% | +83.7% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling