-76.8%
PATH vs PAYC
-50.1%
-26.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.8% | +3.1% | +0.7% |
| 7D | -5.6% | -4.1% | -1.5% | -3.1% |
| 30D | -0.7% | +12.4% | -13.1% | -8.2% |
| 3M | -5.9% | +43.3% | -49.1% | -26.9% |
| 6M | +21.6% | +90.7% | -69.1% | -22.1% |
| YTD | -20.6% | +58.0% | -78.6% | -42.5% |
| 1Y | -10.6% | +37.4% | -48.0% | -29.3% |
| 3Y | -24.9% | +61.1% | -86.0% | -49.6% |
| 5Y | -76.8% | -49.1% | -27.8% | -68.2% |
| All | -76.8% | -50.1% | -26.7% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling