+165.3%
EXC vs PAYC
+1,229.9%
-1,064.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.7% | +2.6% | -0.6% |
| 7D | +0.3% | -2.9% | +3.2% | +0.7% |
| 30D | -3.7% | +32.8% | -36.5% | -7.6% |
| 3M | -1.3% | +69.3% | -70.6% | -8.5% |
| 6M | -9.7% | +74.0% | -83.7% | -17.0% |
| YTD | +2.9% | +46.4% | -43.5% | -3.4% |
| 1Y | +4.4% | +4.2% | +0.2% | +2.6% |
| 3Y | +22.2% | -19.7% | +41.9% | +20.9% |
| 5Y | +46.7% | -52.0% | +98.7% | +53.5% |
| 10Y | +155.3% | +356.9% | -201.6% | +99.9% |
| All | +165.3% | +1,229.9% | -1,064.6% | +91.7% |
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