+0.1%
DOW vs PAYC
+39.7%
-39.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.2% | +4.9% | +0.4% | +4.0% |
| 30D | +13.2% | +4.1% | +9.1% | +11.9% |
| 3M | +10.1% | +11.5% | -1.4% | +6.8% |
| 6M | -13.1% | +85.3% | -98.4% | -27.1% |
| YTD | +46.1% | +57.3% | -11.2% | +26.7% |
| 1Y | +50.0% | +52.6% | -2.5% | +31.2% |
| 3Y | -20.2% | +48.3% | -68.5% | -31.1% |
| 5Y | -27.7% | -47.8% | +20.2% | -20.7% |
| All | +0.1% | +39.7% | -39.6% | -26.8% |
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