+63.0%
D vs PAYC
+1,292.9%
-1,229.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.4% | -0.7% |
| 7D | -2.4% | -9.5% | +7.1% | -1.4% |
| 30D | +9.0% | +3.3% | +5.7% | +8.6% |
| 3M | +1.0% | +14.5% | -13.6% | -0.6% |
| 6M | +11.0% | +76.0% | -65.1% | +3.8% |
| YTD | +19.8% | +53.4% | -33.6% | +13.2% |
| 1Y | +16.0% | +43.8% | -27.8% | +10.4% |
| 3Y | +74.4% | +45.3% | +29.1% | +63.7% |
| 5Y | +13.5% | -48.9% | +62.4% | +16.8% |
| 10Y | +48.4% | +500.5% | -452.2% | +24.1% |
| All | +63.0% | +1,292.9% | -1,229.9% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling