+154.9%
MAR vs PAYC
-54.1%
+209.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.2% |
| 7D | -0.5% | -8.7% | +8.3% | +1.3% |
| 30D | -4.7% | +1.2% | -5.8% | -5.0% |
| 3M | -15.6% | +58.6% | -74.2% | -24.4% |
| 6M | +1.2% | +56.6% | -55.4% | -9.7% |
| YTD | +7.5% | +36.2% | -28.7% | -1.2% |
| 1Y | +26.6% | -2.2% | +28.8% | +26.1% |
| 3Y | +66.0% | -22.3% | +88.3% | +69.7% |
| All | +154.9% | -54.1% | +209.1% | +170.8% |
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