+183.3%
CAT vs PAYC
-52.1%
+235.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +1.3% |
| 7D | -10.3% | -10.2% | -0.1% | -9.6% |
| 30D | -31.2% | +6.1% | -37.3% | -31.6% |
| 3M | -34.7% | +10.1% | -44.7% | -35.3% |
| 6M | -39.5% | +88.6% | -128.1% | -43.7% |
| YTD | -1.7% | +50.0% | -51.6% | -5.7% |
| 1Y | -1.1% | +46.1% | -47.2% | -4.9% |
| 3Y | +143.9% | +51.2% | +92.7% | +132.5% |
| All | +183.3% | -52.1% | +235.4% | +214.7% |
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