+4.2%
PAYC vs PFG
+51.4%
-47.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.1% | -3.3% |
| 7D | -2.9% | +5.5% | -8.4% | -4.2% |
| 30D | +32.8% | +2.4% | +30.4% | +32.0% |
| 3M | +69.3% | +13.6% | +55.7% | +65.1% |
| 6M | +74.0% | +27.9% | +46.1% | +65.5% |
| YTD | +46.4% | +35.6% | +10.9% | +38.9% |
| 1Y | +4.2% | +48.5% | -44.3% | -2.8% |
| All | +4.2% | +51.4% | -47.2% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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