+469.1%
P vs PAYC
+536.0%
-66.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.6% | +5.3% |
| 7D | -23.8% | -10.2% | -13.6% | -20.9% |
| 30D | -36.6% | +6.1% | -42.8% | -38.2% |
| 3M | +10.9% | +10.1% | +0.8% | +6.2% |
| 6M | +30.0% | +88.6% | -58.6% | 0.0% |
| YTD | +44.4% | +50.0% | -5.6% | +19.1% |
| 1Y | +3.9% | +46.1% | -42.1% | -13.7% |
| 3Y | +176.6% | +51.2% | +125.4% | +117.4% |
| 5Y | +249.3% | -51.7% | +300.9% | +299.8% |
| 10Y | +726.9% | +467.4% | +259.6% | +324.5% |
| All | +469.1% | +536.0% | -66.9% | +172.1% |
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