-47.8%
PAYC vs RVTY
-11.6%
-36.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.9% |
| 7D | -0.5% | +4.1% | -4.6% | -2.3% |
| 30D | +5.2% | +1.3% | +3.9% | +4.0% |
| 3M | +18.0% | +33.3% | -15.3% | +3.0% |
| 6M | +81.6% | +58.3% | +23.3% | +45.0% |
| YTD | +57.3% | +62.7% | -5.4% | +21.7% |
| 1Y | +49.8% | +67.2% | -17.4% | +13.9% |
| 3Y | +49.0% | +87.3% | -38.3% | -0.1% |
| 5Y | -47.8% | -13.4% | -34.4% | -44.1% |
| All | -47.8% | -11.6% | -36.3% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling