+207.2%
COMP vs PAYC
-19.5%
+226.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.8% |
| 7D | +1.4% | -2.9% | +4.2% | +2.3% |
| 30D | -13.3% | +32.8% | -46.1% | -22.3% |
| 3M | +41.1% | +69.3% | -28.2% | +14.4% |
| 6M | +17.2% | +74.0% | -56.8% | -7.3% |
| YTD | +5.2% | +46.4% | -41.2% | -10.5% |
| 1Y | +18.9% | +4.2% | +14.8% | +17.7% |
| All | +207.2% | -19.5% | +226.6% | +203.4% |
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