-41.4%
OPEN vs PAYC
+50.2%
-91.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.7% | -3.6% |
| 7D | -15.0% | +4.9% | -19.9% | -17.0% |
| 30D | -40.2% | +4.1% | -44.3% | -40.6% |
| 3M | -67.4% | +11.5% | -78.9% | -68.6% |
| 6M | -74.0% | +85.3% | -159.3% | -81.3% |
| YTD | -79.6% | +57.3% | -136.9% | -83.9% |
| 1Y | -86.1% | +52.6% | -138.7% | -88.9% |
| 3Y | -41.4% | +48.3% | -89.7% | -56.5% |
| All | -41.4% | +50.2% | -91.5% | -56.5% |
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