-21.0%
PAYC vs RVTY
+16.6%
-37.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.0% | -4.7% |
| 7D | -7.9% | +0.4% | -8.3% | -8.0% |
| 30D | +2.1% | +10.8% | -8.7% | -1.0% |
| 3M | +61.8% | +26.8% | +35.0% | +49.6% |
| 6M | +59.9% | +39.3% | +20.6% | +42.1% |
| YTD | +38.5% | +31.6% | +6.9% | +25.0% |
| 1Y | -1.4% | +47.7% | -49.1% | -15.1% |
| 3Y | -21.0% | +19.9% | -40.9% | -28.3% |
| All | -21.0% | +16.6% | -37.6% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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