-75.7%
PATH vs PAYC
-51.7%
-24.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -3.7% | -13.0% | -14.3% |
| 7D | -16.3% | -2.9% | -13.4% | -14.4% |
| 30D | +9.9% | +32.8% | -22.8% | -10.0% |
| 3M | +30.2% | +69.3% | -39.1% | -9.3% |
| 6M | +37.2% | +74.0% | -36.8% | -5.8% |
| YTD | -7.3% | +46.4% | -53.7% | -29.0% |
| 1Y | +40.0% | +4.2% | +35.8% | +32.4% |
| 3Y | -4.4% | -19.7% | +15.3% | -1.0% |
| All | -75.7% | -51.7% | -24.0% | -69.8% |
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