+9.2%
O vs PAYC
-47.7%
+56.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -0.7% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | +8.3% | +5.2% | +3.1% | +7.8% |
| 3M | -4.0% | +18.0% | -21.9% | -5.4% |
| 6M | -2.6% | +81.6% | -84.3% | -8.2% |
| YTD | +9.9% | +57.3% | -47.4% | +4.9% |
| 1Y | +9.8% | +49.8% | -40.0% | +5.4% |
| 3Y | +39.7% | +49.0% | -9.3% | +32.5% |
| 5Y | +9.2% | -47.8% | +57.0% | +22.0% |
| All | +9.2% | -47.7% | +56.9% | +22.0% |
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 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