+76.5%
DE vs PAYC
-22.6%
+99.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -2.4% | -10.2% | +7.8% | -1.5% |
| 30D | +9.7% | +2.0% | +7.7% | +9.5% |
| 3M | +21.4% | +58.3% | -36.9% | +16.3% |
| 6M | +15.0% | +64.5% | -49.5% | +9.4% |
| YTD | +46.4% | +36.5% | +9.9% | +43.0% |
| 1Y | +45.6% | -1.3% | +46.9% | +49.1% |
| All | +76.5% | -22.6% | +99.1% | +87.0% |
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