+11.7%
IR vs PAYC
+51.3%
-39.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.5% | +4.9% | -2.3% | +2.9% |
| 30D | +9.2% | +4.1% | +5.0% | +9.5% |
| 3M | +0.9% | +11.5% | -10.5% | +1.7% |
| 6M | +19.2% | +85.3% | -66.0% | +25.6% |
| YTD | +7.5% | +57.3% | -49.8% | +17.7% |
| 1Y | +11.7% | +52.6% | -40.8% | +23.4% |
| All | +11.7% | +51.3% | -39.6% | +23.4% |
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