+478.1%
FLEX vs PAYC
-22.2%
+500.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.4% | +9.8% | +4.2% |
| 7D | +7.0% | -7.9% | +14.9% | +6.7% |
| 30D | -5.8% | +2.1% | -7.9% | -5.7% |
| 3M | -24.2% | +61.8% | -86.0% | -23.0% |
| 6M | +90.8% | +59.9% | +30.9% | +94.1% |
| YTD | +89.2% | +38.5% | +50.7% | +95.6% |
| 1Y | +104.7% | -1.4% | +106.1% | +121.3% |
| 3Y | +478.1% | -21.0% | +499.1% | +552.9% |
| All | +478.1% | -22.2% | +500.3% | +552.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling