+30.0%
IR vs PAYC
+43.1%
-13.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +4.7% |
| 7D | +5.0% | -11.1% | +16.1% | +6.4% |
| 30D | +10.3% | +1.8% | +8.5% | +9.8% |
| 3M | -0.1% | +10.2% | -10.3% | -1.6% |
| 6M | +14.8% | +73.5% | -58.8% | +5.1% |
| YTD | +9.7% | +49.4% | -39.7% | +3.8% |
| 1Y | +12.2% | +47.2% | -35.0% | +6.4% |
| 3Y | +30.0% | +44.4% | -14.5% | +30.6% |
| All | +30.0% | +43.1% | -13.1% | +30.6% |
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