+5.3%
CI vs PAYC
+83.8%
-78.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.1% | +2.5% | -1.9% |
| 7D | -1.6% | -10.2% | +8.6% | -0.2% |
| 30D | +5.4% | +6.1% | -0.7% | +5.1% |
| 3M | +7.3% | +10.1% | -2.8% | +6.5% |
| 6M | +5.3% | +88.6% | -83.3% | -1.2% |
| All | +5.3% | +83.8% | -78.5% | -1.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling