+9.8%
O vs PAYC
+46.9%
-37.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -0.5% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | +8.3% | +5.2% | +3.1% | +8.4% |
| 3M | -4.0% | +18.0% | -21.9% | -3.7% |
| 6M | -2.6% | +81.6% | -84.3% | -1.5% |
| YTD | +9.9% | +57.3% | -47.4% | +12.9% |
| 1Y | +9.8% | +49.8% | -40.0% | +14.0% |
| All | +9.8% | +46.9% | -37.0% | +14.0% |
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