+177.3%
EXC vs PAYC
+1,292.9%
-1,115.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.1% |
| 7D | -1.4% | -9.5% | +8.1% | -0.1% |
| 30D | +8.3% | +3.3% | +5.0% | +7.7% |
| 3M | +2.6% | +14.5% | -11.9% | +0.6% |
| 6M | +5.2% | +76.0% | -70.9% | -3.3% |
| YTD | +7.5% | +53.4% | -45.8% | +0.2% |
| 1Y | +3.2% | +43.8% | -40.6% | -3.0% |
| 3Y | +29.5% | +45.3% | -15.7% | +18.9% |
| 5Y | +39.7% | -48.9% | +88.6% | +44.9% |
| 10Y | +200.1% | +500.5% | -300.4% | +129.4% |
| All | +177.3% | +1,292.9% | -1,115.7% | +98.9% |
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 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