-5.0%
IBM vs PAYC
-2.9%
-2.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.6% | +5.0% | +3.8% |
| 7D | +3.6% | -8.7% | +12.3% | +6.0% |
| 30D | +1.5% | +1.2% | +0.4% | +1.1% |
| 3M | -12.9% | +58.6% | -71.5% | -25.4% |
| 6M | -3.9% | +56.6% | -60.5% | -18.0% |
| YTD | -17.3% | +36.2% | -53.6% | -29.6% |
| 1Y | -5.0% | -2.2% | -2.8% | -19.0% |
| All | -5.0% | -2.9% | -2.1% | -19.0% |
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