+41.4%
EXC vs PAYC
-52.7%
+94.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -1.7% | -11.1% | +9.4% | -1.1% |
| 30D | +9.3% | +1.8% | +7.5% | +9.2% |
| 3M | +1.0% | +10.2% | -9.2% | +0.5% |
| 6M | +5.9% | +73.5% | -67.6% | +2.3% |
| YTD | +7.6% | +49.4% | -41.8% | +4.8% |
| 1Y | +2.4% | +47.2% | -44.8% | -0.3% |
| 3Y | +30.2% | +44.4% | -14.2% | +25.8% |
| 5Y | +41.4% | -52.1% | +93.5% | +52.1% |
| All | +41.4% | -52.7% | +94.0% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling