+15.9%
D vs PAYC
+51.3%
-35.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +4.9% | -6.2% | -1.2% |
| 30D | +7.7% | +4.1% | +3.6% | +8.1% |
| 3M | -0.3% | +11.5% | -11.8% | +0.6% |
| 6M | +10.1% | +85.3% | -75.2% | +15.2% |
| YTD | +19.1% | +57.3% | -38.2% | +18.3% |
| 1Y | +15.9% | +52.6% | -36.7% | +14.3% |
| All | +15.9% | +51.3% | -35.4% | +14.3% |
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