+76.1%
F vs PAYC
+1,229.9%
-1,153.7%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.1% | +2.2% |
| 7D | +5.3% | -2.9% | +8.2% | +5.9% |
| 30D | +4.6% | +32.8% | -28.2% | -2.3% |
| 3M | -3.7% | +69.3% | -72.9% | -15.1% |
| 6M | +16.8% | +74.0% | -57.2% | +1.5% |
| YTD | +15.3% | +46.4% | -31.1% | +3.8% |
| 1Y | +31.0% | +4.2% | +26.8% | +27.1% |
| 3Y | +45.4% | -19.7% | +65.2% | +43.2% |
| 5Y | +54.7% | -52.0% | +106.7% | +66.1% |
| 10Y | +98.2% | +356.9% | -258.7% | +46.2% |
| All | +76.1% | +1,229.9% | -1,153.7% | +17.4% |
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