+44.4%
PAYC vs ALC
+2.4%
+42.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.5% |
| 7D | -11.1% | +2.1% | -13.2% | -11.8% |
| 30D | +1.8% | +17.2% | -15.4% | -3.9% |
| 3M | +10.2% | +4.6% | +5.6% | +8.1% |
| 6M | +73.5% | +20.1% | +53.4% | +61.7% |
| YTD | +49.4% | -4.2% | +53.6% | +50.5% |
| 1Y | +47.2% | +2.1% | +45.1% | +44.4% |
| 3Y | +44.4% | +4.5% | +40.0% | +37.8% |
| All | +44.4% | +2.4% | +42.1% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 3y: compounded portfolio wealth divided by compounded ALC 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…
3y analysis · Full analysis span regression · 6 months rolling