+94.0%
NVS vs PAYC
-52.9%
+146.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.3% |
| 7D | -14.3% | -5.5% | -8.8% | -14.0% |
| 30D | -10.0% | +3.8% | -13.7% | -10.0% |
| 3M | -10.9% | +65.8% | -76.7% | -12.9% |
| 6M | -12.0% | +68.7% | -80.7% | -14.2% |
| YTD | +2.5% | +38.3% | -35.8% | +1.0% |
| 1Y | +10.7% | -2.4% | +13.1% | +11.1% |
| 3Y | +53.3% | -21.5% | +74.8% | +54.9% |
| All | +94.0% | -52.9% | +146.9% | +92.5% |
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