+332.7%
CAT vs PAYC
-53.8%
+386.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | +2.9% | -8.7% | +11.7% | +3.7% |
| 30D | -2.6% | +1.2% | -3.8% | -2.8% |
| 3M | -10.7% | +58.6% | -69.3% | -15.0% |
| 6M | +16.1% | +56.6% | -40.5% | +10.1% |
| YTD | +43.2% | +36.2% | +7.0% | +38.5% |
| 1Y | +96.8% | -2.2% | +99.0% | +100.6% |
| 3Y | +201.4% | -22.3% | +223.7% | +209.4% |
| 5Y | +332.7% | -53.9% | +386.5% | +373.6% |
| All | +332.7% | -53.8% | +386.5% | +373.6% |
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 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