-21.6%
ISRG vs PAYC
+51.3%
-72.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +4.9% | -6.9% | -2.8% |
| 30D | +5.6% | +4.1% | +1.4% | +5.0% |
| 3M | +10.5% | +11.5% | -0.9% | +8.9% |
| 6M | +2.6% | +85.3% | -82.7% | -7.6% |
| YTD | -21.7% | +57.3% | -78.9% | -27.1% |
| 1Y | -21.6% | +52.6% | -74.1% | -27.3% |
| All | -21.6% | +51.3% | -72.9% | -27.3% |
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