+948.1%
FIX vs PAYC
-52.1%
+1,000.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -5.1% | +10.5% | +6.0% |
| 7D | -17.5% | -10.2% | -7.3% | -16.5% |
| 30D | -41.6% | +6.1% | -47.7% | -42.2% |
| 3M | -40.6% | +10.1% | -50.7% | -41.6% |
| 6M | -49.4% | +88.6% | -138.0% | -55.0% |
| YTD | +9.2% | +50.0% | -40.8% | +1.1% |
| 1Y | +6.5% | +46.1% | -39.6% | -0.9% |
| 3Y | +448.7% | +51.2% | +397.6% | +400.9% |
| All | +948.1% | -52.1% | +1,000.2% | +1,134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling