+27.4%
M vs PAYC
-51.7%
+79.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.7% | +6.3% | +3.7% |
| 7D | +4.7% | -2.9% | +7.6% | +5.6% |
| 30D | -9.6% | +32.8% | -42.4% | -18.3% |
| 3M | +0.9% | +69.3% | -68.4% | -16.5% |
| 6M | +22.3% | +74.0% | -51.7% | -1.1% |
| YTD | +6.5% | +46.4% | -39.9% | -8.8% |
| 1Y | +38.8% | +4.2% | +34.6% | +34.7% |
| 3Y | +115.9% | -19.7% | +135.6% | +122.1% |
| All | +27.4% | -51.7% | +79.1% | +29.7% |
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