+420.3%
NVT vs PAYC
-52.9%
+473.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.5% |
| 7D | +4.1% | -5.5% | +9.6% | +4.8% |
| 30D | -5.1% | +3.8% | -8.9% | -5.8% |
| 3M | -1.2% | +65.8% | -67.0% | -9.1% |
| 6M | +46.6% | +68.7% | -22.1% | +33.4% |
| YTD | +60.0% | +38.3% | +21.6% | +50.8% |
| 1Y | +70.8% | -2.4% | +73.2% | +72.9% |
| 3Y | +187.5% | -21.5% | +209.1% | +195.3% |
| All | +420.3% | -52.9% | +473.2% | +457.6% |
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