+172.3%
PCAR vs PAYC
-51.7%
+224.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.8% | +0.6% |
| 7D | -0.5% | -2.9% | +2.4% | -0.2% |
| 30D | -6.2% | +32.8% | -39.0% | -9.8% |
| 3M | +5.9% | +69.3% | -63.4% | -1.6% |
| 6M | +0.4% | +74.0% | -73.6% | -7.5% |
| YTD | +14.8% | +46.4% | -31.6% | +8.5% |
| 1Y | +30.1% | +4.2% | +25.9% | +29.7% |
| 3Y | +66.7% | -19.7% | +86.4% | +69.5% |
| All | +172.3% | -51.7% | +224.0% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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