+819.9%
DE vs PAYC
+1,158.0%
-338.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -1.0% |
| 7D | +0.7% | -7.9% | +8.6% | +2.0% |
| 30D | +9.6% | +2.1% | +7.5% | +9.2% |
| 3M | +19.0% | +61.8% | -42.8% | +8.7% |
| 6M | +16.1% | +59.9% | -43.9% | +5.6% |
| YTD | +47.0% | +38.5% | +8.5% | +36.7% |
| 1Y | +43.1% | -1.4% | +44.5% | +41.4% |
| 3Y | +77.5% | -21.0% | +98.5% | +76.3% |
| 5Y | +96.4% | -52.9% | +149.3% | +108.2% |
| 10Y | +852.9% | +332.8% | +520.1% | +621.6% |
| All | +819.9% | +1,158.0% | -338.1% | +563.5% |
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