+526.5%
P vs PAYC
+550.3%
-23.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.5% | +3.8% |
| 7D | -4.7% | -9.5% | +4.8% | -1.2% |
| 30D | -31.4% | +3.3% | -34.7% | -32.5% |
| 3M | -2.6% | +14.5% | -17.2% | -7.9% |
| 6M | +21.9% | +76.0% | -54.1% | -3.6% |
| YTD | +58.9% | +53.4% | +5.6% | +30.2% |
| 1Y | +21.7% | +43.8% | -22.1% | +1.8% |
| 3Y | +193.3% | +45.3% | +148.0% | +134.6% |
| 5Y | +275.1% | -48.9% | +324.0% | +320.2% |
| 10Y | +655.3% | +500.5% | +154.8% | +283.7% |
| All | +526.5% | +550.3% | -23.9% | +197.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling