+1,076.3%
NDAQ vs PAYC
+1,292.9%
-216.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.7% |
| 7D | 0.0% | -9.5% | +9.5% | +2.0% |
| 30D | +16.3% | +3.3% | +13.1% | +15.5% |
| 3M | +15.8% | +14.5% | +1.3% | +12.4% |
| 6M | +24.8% | +76.0% | -51.2% | +9.7% |
| YTD | +14.1% | +53.4% | -39.3% | +2.7% |
| 1Y | +26.5% | +43.8% | -17.3% | +15.3% |
| 3Y | +119.1% | +45.3% | +73.9% | +95.2% |
| 5Y | +70.9% | -48.9% | +119.8% | +79.3% |
| 10Y | +479.7% | +500.5% | -20.8% | +337.5% |
| All | +1,076.3% | +1,292.9% | -216.6% | +744.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling