+143.9%
CAT vs PAYC
+50.7%
+93.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +1.0% |
| 7D | -10.3% | -10.2% | -0.1% | -10.2% |
| 30D | -31.2% | +6.1% | -37.3% | -31.3% |
| 3M | -34.7% | +10.1% | -44.7% | -34.8% |
| 6M | -39.5% | +88.6% | -128.1% | -41.7% |
| YTD | -1.7% | +50.0% | -51.6% | -1.0% |
| 1Y | -1.1% | +46.1% | -47.2% | +0.1% |
| 3Y | +143.9% | +51.2% | +92.7% | +147.1% |
| All | +143.9% | +50.7% | +93.1% | +147.1% |
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 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