+37.2%
M vs PAYC
+46.2%
-9.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.0% | +5.7% | +7.6% |
| 7D | +8.3% | +2.0% | +6.2% | +8.2% |
| 30D | +14.2% | +18.8% | -4.6% | +14.0% |
| 3M | -1.1% | +53.2% | -54.3% | -0.8% |
| 6M | +36.6% | +103.7% | -67.1% | +37.2% |
| YTD | +19.8% | +69.5% | -49.7% | +27.2% |
| 1Y | +37.2% | +48.8% | -11.6% | +53.9% |
| All | +37.2% | +46.2% | -9.0% | +53.9% |
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