-6.1%
F vs PAYC
+51.3%
-57.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | +4.9% | -8.0% | -3.0% |
| 30D | 0.0% | +4.1% | -4.1% | +0.2% |
| 3M | -13.2% | +11.5% | -24.7% | -12.8% |
| 6M | -10.2% | +85.3% | -95.5% | -6.6% |
| YTD | -4.9% | +57.3% | -62.2% | +1.6% |
| 1Y | -6.1% | +52.6% | -58.6% | +1.2% |
| All | -6.1% | +51.3% | -57.4% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling