-34.3%
INTU vs PAYC
+45.9%
-80.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -3.9% | -11.1% | +7.2% | +0.9% |
| 30D | +11.7% | +1.8% | +9.9% | +11.0% |
| 3M | +4.5% | +10.2% | -5.7% | +0.5% |
| 6M | -13.9% | +73.5% | -87.4% | -32.6% |
| YTD | -48.2% | +49.4% | -97.7% | -57.7% |
| 1Y | -47.1% | +47.2% | -94.3% | -56.7% |
| All | -34.3% | +45.9% | -80.2% | -45.8% |
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