+30.3%
O vs PAYC
-22.2%
+52.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | -0.2% |
| 7D | -0.6% | -7.9% | +7.3% | -0.2% |
| 30D | -2.0% | +2.1% | -4.1% | -2.0% |
| 3M | +3.0% | +61.8% | -58.8% | +0.9% |
| 6M | -3.6% | +59.9% | -63.6% | -5.6% |
| YTD | +12.1% | +38.5% | -26.4% | +10.6% |
| 1Y | +8.9% | -1.4% | +10.3% | +9.6% |
| 3Y | +30.3% | -21.0% | +51.3% | +35.5% |
| All | +30.3% | -22.2% | +52.5% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling