+44.6%
PAYC vs SPY
+79.4%
-34.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.0% |
| 7D | -9.5% | -0.9% | -8.6% | -8.8% |
| 30D | +3.3% | -2.4% | +5.6% | +5.1% |
| 3M | +14.5% | -1.2% | +15.7% | +15.5% |
| 6M | +76.0% | +3.3% | +72.8% | +70.6% |
| YTD | +53.4% | +12.3% | +41.1% | +37.3% |
| 1Y | +43.8% | +12.4% | +31.4% | +28.4% |
| All | +44.6% | +79.4% | -34.8% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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