-21.5%
PAYC vs SOXQ
+232.9%
-254.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +1.2% |
| 7D | -5.5% | +0.8% | -6.3% | -5.6% |
| 30D | +3.8% | -4.6% | +8.4% | +4.0% |
| 3M | +65.8% | -10.2% | +76.0% | +66.4% |
| 6M | +68.7% | +49.7% | +19.0% | +52.2% |
| YTD | +38.3% | +67.2% | -28.9% | +20.7% |
| 1Y | -2.4% | +98.0% | -100.4% | -19.2% |
| 3Y | -21.5% | +237.2% | -258.7% | -43.6% |
| All | -21.5% | +232.9% | -254.5% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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