+29.7%
M vs PAYC
-2.9%
+32.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -4.2% |
| 7D | -4.1% | -8.7% | +4.7% | -4.1% |
| 30D | -13.6% | +1.2% | -14.8% | -13.6% |
| 3M | -2.3% | +58.6% | -60.9% | -2.8% |
| 6M | +21.9% | +56.6% | -34.7% | +21.8% |
| YTD | -0.6% | +36.2% | -36.8% | +4.4% |
| 1Y | +29.7% | -2.2% | +31.9% | +46.3% |
| All | +29.7% | -2.9% | +32.6% | +46.3% |
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