-49.7%
NRG vs PAYC
+46.2%
-95.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.0% | -15.5% | -12.9% |
| 7D | -13.7% | +2.0% | -15.8% | -13.1% |
| 30D | -13.6% | +18.8% | -32.3% | -8.7% |
| 3M | -28.5% | +53.2% | -81.7% | -17.9% |
| 6M | -45.8% | +103.7% | -149.5% | -30.3% |
| YTD | -46.9% | +69.5% | -116.4% | -35.1% |
| 1Y | -49.7% | +48.8% | -98.5% | -39.3% |
| All | -49.7% | +46.2% | -95.9% | -39.3% |
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 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