+73.3%
D vs PAYC
+50.7%
+22.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -1.2% |
| 7D | +3.0% | -10.2% | +13.1% | +3.5% |
| 30D | +11.5% | +6.1% | +5.3% | +11.3% |
| 3M | +3.7% | +10.1% | -6.3% | +3.3% |
| 6M | +13.5% | +88.6% | -75.1% | +9.3% |
| YTD | +20.7% | +50.0% | -29.3% | +18.6% |
| 1Y | +18.2% | +46.1% | -27.8% | +16.4% |
| 3Y | +73.3% | +51.2% | +22.1% | +67.7% |
| All | +73.3% | +50.7% | +22.6% | +67.7% |
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 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