-80.4%
PATH vs PAYC
-27.9%
-52.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +1.6% |
| 7D | -4.8% | +2.0% | -6.8% | -6.0% |
| 30D | +2.7% | +18.8% | -16.1% | -8.2% |
| 3M | -4.2% | +53.2% | -57.4% | -28.3% |
| 6M | +24.7% | +103.7% | -78.9% | -22.5% |
| YTD | -17.6% | +69.5% | -87.0% | -42.3% |
| 1Y | -5.3% | +48.8% | -54.1% | -28.4% |
| 3Y | -22.0% | +72.8% | -94.8% | -49.2% |
| 5Y | -76.5% | -46.2% | -30.3% | -70.7% |
| All | -80.4% | -27.9% | -52.5% | -79.5% |
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