+112.5%
NET vs PAYC
-51.7%
+164.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | +0.5% |
| 7D | -7.0% | -2.9% | -4.1% | -5.1% |
| 30D | -4.8% | +32.8% | -37.5% | -24.0% |
| 3M | +3.8% | +69.3% | -65.5% | -31.9% |
| 6M | +50.0% | +74.0% | -23.9% | -4.2% |
| YTD | +41.5% | +46.4% | -4.9% | +1.3% |
| 1Y | +32.8% | +4.2% | +28.7% | +21.6% |
| 3Y | +335.9% | -19.7% | +355.6% | +334.9% |
| All | +112.5% | -51.7% | +164.2% | +284.3% |
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