-1.4%
PAYC vs RACE
-15.2%
+13.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.4% | -5.3% |
| 7D | -7.9% | -1.0% | -6.9% | -7.7% |
| 30D | +2.1% | -1.5% | +3.7% | +2.4% |
| 3M | +61.8% | +15.5% | +46.3% | +59.3% |
| 6M | +59.9% | +17.3% | +42.6% | +57.1% |
| YTD | +38.5% | +11.1% | +27.4% | +36.2% |
| 1Y | -1.4% | -14.3% | +12.9% | -1.2% |
| All | -1.4% | -15.2% | +13.8% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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