+15.2%
D vs PAYC
-52.1%
+67.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -1.1% |
| 7D | +3.0% | -10.2% | +13.1% | +3.7% |
| 30D | +11.5% | +6.1% | +5.3% | +11.1% |
| 3M | +3.7% | +10.1% | -6.3% | +3.0% |
| 6M | +13.5% | +88.6% | -75.1% | +7.9% |
| YTD | +20.7% | +50.0% | -29.3% | +16.7% |
| 1Y | +18.2% | +46.1% | -27.8% | +14.5% |
| 3Y | +73.3% | +51.2% | +22.1% | +66.5% |
| All | +15.2% | -52.1% | +67.3% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling