-53.6%
IT vs PAYC
+50.2%
-103.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +4.9% | -3.8% | -1.1% |
| 30D | -1.8% | +4.1% | -6.0% | -3.3% |
| 3M | +4.8% | +11.5% | -6.6% | +0.6% |
| 6M | +33.0% | +85.3% | -52.3% | +2.1% |
| YTD | -23.8% | +57.3% | -81.1% | -38.7% |
| 1Y | -16.5% | +52.6% | -69.1% | -32.2% |
| 3Y | -53.6% | +48.3% | -101.9% | -60.5% |
| All | -53.6% | +50.2% | -103.8% | -60.5% |
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