-9.7%
JD vs PAYC
+46.2%
-55.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.0% | +1.1% | +3.0% |
| 7D | +9.0% | +2.0% | +6.9% | +8.9% |
| 30D | +5.2% | +18.8% | -13.6% | +4.5% |
| 3M | -15.9% | +53.2% | -69.1% | -17.3% |
| 6M | -7.7% | +103.7% | -111.4% | -9.9% |
| YTD | +0.1% | +69.5% | -69.4% | -0.8% |
| 1Y | -9.7% | +48.8% | -58.6% | -10.4% |
| All | -9.7% | +46.2% | -55.9% | -10.4% |
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