-27.3%
NRG vs PAYC
-0.1%
-27.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +2.0% |
| 7D | -4.7% | -5.5% | +0.8% | -6.2% |
| 30D | -6.0% | +3.8% | -9.7% | -4.9% |
| 3M | -8.0% | +65.8% | -73.8% | +8.6% |
| 6M | -23.2% | +68.7% | -91.9% | -8.1% |
| YTD | -28.1% | +38.3% | -66.4% | -16.7% |
| 1Y | -27.3% | -2.4% | -24.9% | -8.8% |
| All | -27.3% | -0.1% | -27.2% | -8.8% |
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 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