+23.4%
ISRG vs PAYC
-18.2%
+41.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.8% | -0.4% |
| 7D | -1.6% | -2.9% | +1.3% | -1.2% |
| 30D | -2.3% | +32.8% | -35.0% | -6.4% |
| 3M | -12.4% | +69.3% | -81.7% | -19.2% |
| 6M | -26.8% | +74.0% | -100.8% | -32.9% |
| YTD | -35.3% | +46.4% | -81.7% | -39.3% |
| 1Y | -19.3% | +4.2% | -23.5% | -20.9% |
| All | +23.4% | -18.2% | +41.6% | +27.7% |
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