+49.9%
F vs PAYC
+1,262.3%
-1,212.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | +0.3% |
| 7D | +1.6% | -10.2% | +11.7% | +3.8% |
| 30D | +2.6% | +6.1% | -3.5% | +1.2% |
| 3M | -8.8% | +10.1% | -18.9% | -10.9% |
| 6M | +4.6% | +88.6% | -84.0% | -10.4% |
| YTD | -1.9% | +50.0% | -51.9% | -12.3% |
| 1Y | -0.8% | +46.1% | -46.8% | -10.8% |
| 3Y | +43.5% | +51.2% | -7.7% | +25.1% |
| 5Y | -12.1% | -51.7% | +39.6% | -5.7% |
| 10Y | +83.6% | +467.4% | -383.7% | +31.9% |
| All | +49.9% | +1,262.3% | -1,212.4% | -0.8% |
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