-10.1%
OTIS vs PAYC
+46.2%
-56.3%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.0% | +1.9% | +3.7% |
| 7D | +9.5% | +2.0% | +7.5% | +9.3% |
| 30D | +21.1% | +18.8% | +2.3% | +19.4% |
| 3M | +9.0% | +53.2% | -44.2% | +5.4% |
| 6M | +6.4% | +103.7% | -97.3% | +1.1% |
| YTD | -7.1% | +69.5% | -76.6% | -11.0% |
| 1Y | -10.1% | +48.8% | -58.9% | -13.4% |
| All | -10.1% | +46.2% | -56.3% | -13.4% |
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