+63.3%
ISRG vs PAYC
+50.7%
+12.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.1% | +1.7% | -2.3% |
| 7D | +4.8% | -10.2% | +15.0% | +7.1% |
| 30D | +9.2% | +6.1% | +3.1% | +8.1% |
| 3M | +21.2% | +10.1% | +11.1% | +18.9% |
| 6M | +0.2% | +88.6% | -88.4% | -12.9% |
| YTD | -20.1% | +50.0% | -70.0% | -27.2% |
| 1Y | -17.3% | +46.1% | -63.4% | -24.3% |
| 3Y | +63.3% | +51.2% | +12.2% | +54.3% |
| All | +63.3% | +50.7% | +12.6% | +54.3% |
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 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