+201.7%
CAT vs PAYC
-18.2%
+219.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.4% | +1.8% |
| 7D | +1.7% | -2.9% | +4.6% | +1.7% |
| 30D | -6.6% | +32.8% | -39.3% | -7.1% |
| 3M | -13.3% | +69.3% | -82.6% | -14.5% |
| 6M | +11.6% | +74.0% | -62.4% | +9.5% |
| YTD | +42.9% | +46.4% | -3.5% | +43.4% |
| 1Y | +95.4% | +4.2% | +91.3% | +106.3% |
| All | +201.7% | -18.2% | +219.8% | +229.4% |
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