+98.0%
NI vs PAYC
-54.0%
+152.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -0.6% | -10.2% | +9.6% | +0.1% |
| 30D | -1.4% | +2.0% | -3.4% | -1.6% |
| 3M | -10.6% | +58.3% | -68.9% | -13.6% |
| 6M | -9.9% | +64.5% | -74.4% | -13.3% |
| YTD | +1.2% | +36.5% | -35.4% | -1.3% |
| 1Y | +4.4% | -1.3% | +5.7% | +4.6% |
| 3Y | +68.6% | -22.1% | +90.7% | +69.9% |
| 5Y | +98.0% | -53.3% | +151.3% | +89.8% |
| All | +98.0% | -54.0% | +152.0% | +89.8% |
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