-13.3%
IBM vs PAYC
+46.2%
-59.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.2% |
| 7D | +0.4% | +2.0% | -1.6% | -0.2% |
| 30D | +14.8% | +18.8% | -4.0% | +9.2% |
| 3M | +8.9% | +53.2% | -44.3% | -4.6% |
| 6M | +12.4% | +103.7% | -91.2% | -11.6% |
| YTD | -12.4% | +69.5% | -81.9% | -31.1% |
| 1Y | -13.3% | +48.8% | -62.1% | -31.4% |
| All | -13.3% | +46.2% | -59.5% | -31.4% |
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