+7.8%
D vs PAYC
-51.7%
+59.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.2% |
| 7D | +1.5% | -2.9% | +4.3% | +1.6% |
| 30D | -2.6% | +32.8% | -35.3% | -4.6% |
| 3M | 0.0% | +69.3% | -69.3% | -4.0% |
| 6M | +7.4% | +74.0% | -66.6% | +2.6% |
| YTD | +15.9% | +46.4% | -30.5% | +12.3% |
| 1Y | +18.1% | +4.2% | +14.0% | +18.1% |
| 3Y | +58.4% | -19.7% | +78.1% | +59.6% |
| All | +7.8% | -51.7% | +59.5% | +7.1% |
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