+26.4%
P vs PAYC
+5.6%
+20.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.7% | +5.1% | +1.3% |
| 7D | +6.5% | -2.9% | +9.4% | +6.4% |
| 30D | +18.8% | +32.8% | -13.9% | +19.6% |
| 3M | +26.7% | +69.3% | -42.5% | +30.2% |
| 6M | +62.2% | +74.0% | -11.8% | +66.0% |
| YTD | +48.5% | +46.4% | +2.1% | +50.6% |
| 1Y | +26.4% | +4.2% | +22.2% | +27.5% |
| All | +26.4% | +5.6% | +20.8% | +27.5% |
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 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