+14.2%
D vs PAYC
-1.1%
+15.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.6% | -10.2% | +8.6% | -2.3% |
| 30D | -3.5% | +2.0% | -5.5% | -3.4% |
| 3M | -1.6% | +58.3% | -59.9% | +1.4% |
| 6M | +5.8% | +64.5% | -58.7% | +9.7% |
| YTD | +14.5% | +36.5% | -22.1% | +16.3% |
| 1Y | +14.2% | -1.3% | +15.4% | +17.7% |
| All | +14.2% | -1.1% | +15.3% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling