+94.2%
ILMN vs PAYC
+50.7%
+43.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.1% | +7.5% | +3.5% |
| 7D | -9.7% | -10.2% | +0.5% | -7.6% |
| 30D | -20.4% | +6.1% | -26.5% | -21.8% |
| 3M | +10.0% | +10.1% | 0.0% | +7.2% |
| 6M | +49.5% | +88.6% | -39.2% | +24.3% |
| YTD | +62.5% | +50.0% | +12.5% | +44.2% |
| 1Y | +76.0% | +46.1% | +29.9% | +57.2% |
| 3Y | +94.2% | +51.2% | +43.0% | +58.7% |
| All | +94.2% | +50.7% | +43.4% | +58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling