+691.5%
FLEX vs PAYC
-50.6%
+742.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.7% | +5.2% | +2.0% |
| 7D | -0.9% | -2.9% | +2.0% | -0.5% |
| 30D | -10.1% | +32.8% | -42.9% | -13.8% |
| 3M | -31.3% | +69.3% | -100.6% | -36.9% |
| 6M | +71.3% | +74.0% | -2.7% | +54.9% |
| YTD | +81.2% | +46.4% | +34.8% | +69.9% |
| 1Y | +98.5% | +4.2% | +94.3% | +101.8% |
| 3Y | +428.2% | -19.7% | +448.0% | +458.8% |
| All | +691.5% | -50.6% | +742.1% | +771.0% |
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