+439.6%
LOW vs PAYC
+1,158.0%
-718.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -0.6% |
| 7D | +0.4% | -7.9% | +8.3% | +2.1% |
| 30D | -10.1% | +2.1% | -12.2% | -10.6% |
| 3M | -2.9% | +61.8% | -64.6% | -13.3% |
| 6M | -19.4% | +59.9% | -79.3% | -28.5% |
| YTD | -15.4% | +38.5% | -53.9% | -22.9% |
| 1Y | -24.9% | -1.4% | -23.6% | -26.2% |
| 3Y | -7.8% | -21.0% | +13.2% | -9.0% |
| 5Y | +8.4% | -52.9% | +61.3% | +16.7% |
| 10Y | +226.8% | +332.8% | -106.0% | +137.5% |
| All | +439.6% | +1,158.0% | -718.4% | +252.4% |
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 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