+48.6%
JBL vs PAYC
-0.1%
+48.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +5.3% |
| 7D | +2.4% | -5.5% | +7.9% | +1.3% |
| 30D | -13.1% | +3.8% | -16.9% | -12.3% |
| 3M | -15.6% | +65.8% | -81.4% | -3.2% |
| 6M | +24.6% | +68.7% | -44.1% | +44.4% |
| YTD | +39.6% | +38.3% | +1.3% | +64.2% |
| 1Y | +48.6% | -2.4% | +51.0% | +88.3% |
| All | +48.6% | -0.1% | +48.7% | +88.3% |
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