-84.2%
OPEN vs PAYC
-53.8%
-30.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -1.1% |
| 7D | -2.9% | -8.7% | +5.8% | +3.5% |
| 30D | -13.8% | +1.2% | -15.0% | -14.8% |
| 3M | -30.9% | +58.6% | -89.5% | -55.1% |
| 6M | -40.9% | +56.6% | -97.6% | -62.2% |
| YTD | -48.5% | +36.2% | -84.8% | -63.7% |
| 1Y | -50.9% | -2.2% | -48.7% | -53.8% |
| 3Y | -20.6% | -22.3% | +1.7% | -21.2% |
| 5Y | -84.2% | -53.9% | -30.3% | -74.6% |
| All | -84.2% | -53.8% | -30.3% | -74.6% |
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