+341.4%
NI vs PAYC
+1,158.0%
-816.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.4% | +6.6% | +1.8% |
| 7D | +2.3% | -7.9% | +10.2% | +3.1% |
| 30D | -1.7% | +2.1% | -3.8% | -2.0% |
| 3M | -8.0% | +61.8% | -69.8% | -13.0% |
| 6M | -8.6% | +59.9% | -68.6% | -13.8% |
| YTD | +2.3% | +38.5% | -36.2% | -2.1% |
| 1Y | +6.9% | -1.4% | +8.3% | +6.2% |
| 3Y | +70.6% | -21.0% | +91.6% | +69.7% |
| 5Y | +96.4% | -52.9% | +149.3% | +103.3% |
| 10Y | +136.1% | +332.8% | -196.7% | +95.9% |
| All | +341.4% | +1,158.0% | -816.7% | +241.3% |
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 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