-24.4%
ISRG vs PAYC
-2.9%
-21.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -5.0% | -8.7% | +3.7% | -3.9% |
| 30D | -10.2% | +1.2% | -11.4% | -10.3% |
| 3M | -17.2% | +58.6% | -75.8% | -22.9% |
| 6M | -28.4% | +56.6% | -85.0% | -33.4% |
| YTD | -37.6% | +36.2% | -73.9% | -40.9% |
| 1Y | -24.4% | -2.2% | -22.3% | -25.8% |
| All | -24.4% | -2.9% | -21.5% | -25.8% |
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 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