+47.7%
CI vs PAYC
-52.1%
+99.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.5% | -2.1% |
| 7D | -1.6% | -10.2% | +8.6% | -0.6% |
| 30D | +5.4% | +6.1% | -0.7% | +4.9% |
| 3M | +7.3% | +10.1% | -2.8% | +6.3% |
| 6M | +5.3% | +88.6% | -83.3% | -1.0% |
| YTD | +8.5% | +50.0% | -41.5% | +3.9% |
| 1Y | +17.1% | +46.1% | -29.0% | +12.4% |
| 3Y | +1.4% | +51.2% | -49.7% | -3.9% |
| All | +47.7% | -52.1% | +99.8% | +48.0% |
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