-75.0%
FRSH vs PAYC
-54.5%
-20.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.2% | -0.6% |
| 7D | -6.6% | -5.5% | -1.1% | -3.3% |
| 30D | +2.1% | +3.8% | -1.7% | +0.1% |
| 3M | +29.0% | +65.8% | -36.9% | -7.9% |
| 6M | +48.6% | +68.7% | -20.1% | +4.6% |
| YTD | -2.9% | +38.3% | -41.3% | -22.5% |
| 1Y | -7.9% | -2.4% | -5.5% | -9.5% |
| 3Y | -46.5% | -21.5% | -25.0% | -44.3% |
| All | -75.0% | -54.5% | -20.5% | -46.7% |
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