+912.5%
COST vs PAYC
+1,137.5%
-225.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | -2.8% | -8.7% | +6.0% | -1.7% |
| 30D | -5.3% | +1.2% | -6.4% | -5.5% |
| 3M | -6.7% | +58.6% | -65.3% | -12.6% |
| 6M | -9.9% | +56.6% | -66.6% | -15.8% |
| YTD | +5.1% | +36.2% | -31.1% | -0.1% |
| 1Y | -7.3% | -2.2% | -5.1% | -8.1% |
| 3Y | +70.4% | -22.3% | +92.7% | +69.4% |
| 5Y | +104.4% | -53.9% | +158.3% | +112.6% |
| 10Y | +609.0% | +347.5% | +261.5% | +494.8% |
| All | +912.5% | +1,137.5% | -225.0% | +741.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling