-10.3%
M vs PAYC
-52.1%
+41.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.1% | +0.5% | -3.0% |
| 7D | -4.3% | -10.2% | +5.9% | -0.8% |
| 30D | +1.3% | +6.1% | -4.9% | -0.5% |
| 3M | -7.4% | +10.1% | -17.4% | -10.3% |
| 6M | +18.3% | +88.6% | -70.3% | -6.7% |
| YTD | +7.6% | +50.0% | -42.4% | -8.9% |
| 1Y | +17.4% | +46.1% | -28.7% | +0.4% |
| 3Y | +108.4% | +51.2% | +57.2% | +70.3% |
| All | -10.3% | -52.1% | +41.9% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling