+12.3%
FN vs PAYC
-1.0%
+13.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.4% | +7.6% | +1.1% |
| 7D | +3.5% | -7.9% | +11.4% | +1.9% |
| 30D | -26.0% | +2.1% | -28.1% | -25.5% |
| 3M | -33.3% | +61.8% | -95.0% | -23.4% |
| 6M | -14.9% | +59.9% | -74.9% | +0.2% |
| YTD | -8.6% | +38.5% | -47.1% | +10.2% |
| 1Y | +12.3% | -1.4% | +13.7% | +44.0% |
| All | +12.3% | -1.0% | +13.3% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling