+116.3%
M vs PAYC
-22.2%
+138.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.4% | +2.8% | -1.8% |
| 7D | +2.4% | -7.9% | +10.3% | +3.6% |
| 30D | -11.6% | +2.1% | -13.7% | -12.0% |
| 3M | +1.6% | +61.8% | -60.1% | -7.1% |
| 6M | +25.2% | +59.9% | -34.7% | +14.1% |
| YTD | +3.8% | +38.5% | -34.8% | -2.6% |
| 1Y | +36.3% | -1.4% | +37.7% | +38.3% |
| 3Y | +116.3% | -21.0% | +137.3% | +126.9% |
| All | +116.3% | -22.2% | +138.5% | +126.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling