+6.8%
NOW vs PAYC
-51.7%
+58.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.7% | +0.7% | -1.1% |
| 7D | -2.4% | -2.9% | +0.5% | -0.8% |
| 30D | +20.5% | +32.8% | -12.2% | +2.5% |
| 3M | +18.3% | +69.3% | -50.9% | -11.3% |
| 6M | +24.1% | +74.0% | -49.9% | -7.5% |
| YTD | -7.8% | +46.4% | -54.2% | -25.3% |
| 1Y | -21.4% | +4.2% | -25.6% | -25.5% |
| 3Y | +19.5% | -19.7% | +39.3% | +21.0% |
| All | +6.8% | -51.7% | +58.5% | +39.9% |
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