-20.2%
DOW vs PAYC
+50.2%
-70.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.2% | +4.9% | +0.4% | +4.2% |
| 30D | +13.2% | +4.1% | +9.1% | +12.2% |
| 3M | +10.1% | +11.5% | -1.4% | +7.5% |
| 6M | -13.1% | +85.3% | -98.4% | -24.9% |
| YTD | +46.1% | +57.3% | -11.2% | +31.4% |
| 1Y | +50.0% | +52.6% | -2.5% | +36.1% |
| 3Y | -20.2% | +48.3% | -68.5% | -26.9% |
| All | -20.2% | +50.2% | -70.4% | -26.9% |
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