+39.6%
CMS vs PAYC
+43.1%
-3.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.9% | -11.1% | +10.2% | -0.4% |
| 30D | +7.1% | +1.8% | +5.2% | +7.0% |
| 3M | -1.3% | +10.2% | -11.5% | -1.7% |
| 6M | -2.7% | +73.5% | -76.2% | -5.3% |
| YTD | +2.6% | +49.4% | -46.8% | +0.8% |
| 1Y | -2.0% | +47.2% | -49.2% | -3.6% |
| 3Y | +39.6% | +44.4% | -4.8% | +31.8% |
| All | +39.6% | +43.1% | -3.5% | +31.8% |
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