-47.1%
OPEN vs PAYC
+5.6%
-52.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +1.3% |
| 7D | -4.3% | -2.9% | -1.4% | -3.8% |
| 30D | -16.2% | +32.8% | -49.0% | -20.7% |
| 3M | -36.4% | +69.3% | -105.6% | -45.6% |
| 6M | -35.5% | +74.0% | -109.4% | -45.4% |
| YTD | -46.0% | +46.4% | -92.4% | -45.0% |
| 1Y | -47.1% | +4.2% | -51.3% | +9.9% |
| All | -47.1% | +5.6% | -52.7% | +9.9% |
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