+1,896.1%
JBL vs PAYC
+1,137.5%
+758.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | +4.0% | -8.7% | +12.8% | +6.1% |
| 30D | -7.5% | +1.2% | -8.6% | -7.9% |
| 3M | -14.1% | +58.6% | -72.7% | -24.1% |
| 6M | +25.9% | +56.6% | -30.7% | +10.0% |
| YTD | +36.7% | +36.2% | +0.4% | +23.0% |
| 1Y | +49.0% | -2.2% | +51.2% | +45.7% |
| 3Y | +191.8% | -22.3% | +214.1% | +186.6% |
| 5Y | +409.8% | -53.9% | +463.6% | +458.6% |
| 10Y | +1,509.2% | +347.5% | +1,161.7% | +1,009.9% |
| All | +1,896.1% | +1,137.5% | +758.6% | +1,139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling