+484.1%
FLEX vs PAYC
-52.7%
+536.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.4% | +12.4% | +12.1% |
| 7D | -7.2% | -11.1% | +4.0% | -5.9% |
| 30D | -34.8% | +1.8% | -36.6% | -35.0% |
| 3M | -35.6% | +10.2% | -45.8% | -36.6% |
| 6M | -45.0% | +73.5% | -118.5% | -50.0% |
| YTD | +29.4% | +49.4% | -20.1% | +20.5% |
| 1Y | +24.8% | +47.2% | -22.4% | +16.5% |
| 3Y | +304.4% | +44.4% | +260.0% | +270.2% |
| 5Y | +484.1% | -52.1% | +536.2% | +697.3% |
| All | +484.1% | -52.7% | +536.7% | +697.3% |
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