+45.6%
EXC vs PAYC
-54.0%
+99.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -1.6% | -10.2% | +8.5% | -1.1% |
| 30D | -2.4% | +2.0% | -4.3% | -2.5% |
| 3M | -4.0% | +58.3% | -62.2% | -6.7% |
| 6M | -9.8% | +64.5% | -74.3% | -12.6% |
| YTD | +2.3% | +36.5% | -34.2% | +0.1% |
| 1Y | +3.8% | -1.3% | +5.1% | +3.7% |
| 3Y | +19.7% | -22.1% | +41.9% | +20.5% |
| 5Y | +45.6% | -53.3% | +98.9% | +48.3% |
| All | +45.6% | -54.0% | +99.6% | +48.3% |
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