-8.1%
PATH vs PAYC
+35.9%
-43.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.1% | +5.0% | +3.3% |
| 7D | -5.3% | -10.2% | +4.9% | +1.5% |
| 30D | -0.5% | +6.1% | -6.7% | -4.9% |
| 3M | -7.1% | +10.1% | -17.2% | -12.4% |
| 6M | +23.8% | +88.6% | -64.8% | -23.7% |
| YTD | -20.7% | +50.0% | -70.7% | -37.2% |
| 1Y | -8.1% | +46.1% | -54.1% | -25.1% |
| All | -8.1% | +35.9% | -43.9% | -25.1% |
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 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