+14.5%
NET vs PAYC
+46.2%
-31.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.5% | -3.0% |
| 7D | -16.4% | +2.0% | -18.4% | -16.7% |
| 30D | -25.8% | +18.8% | -44.6% | -28.8% |
| 3M | -11.5% | +53.2% | -64.8% | -20.4% |
| 6M | +18.9% | +103.7% | -84.8% | -4.4% |
| YTD | +35.2% | +69.5% | -34.3% | +5.0% |
| 1Y | +14.5% | +48.8% | -34.3% | -9.2% |
| All | +14.5% | +46.2% | -31.7% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling