-0.3%
PDD vs PAYC
-52.1%
+51.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.1% | +4.0% | +0.4% |
| 7D | +5.6% | -10.2% | +15.8% | +8.9% |
| 30D | +5.8% | +6.1% | -0.4% | +3.6% |
| 3M | -8.6% | +10.1% | -18.7% | -11.8% |
| 6M | -18.8% | +88.6% | -107.5% | -35.1% |
| YTD | -26.8% | +50.0% | -76.8% | -37.5% |
| 1Y | -39.3% | +46.1% | -85.3% | -47.7% |
| 3Y | -22.5% | +51.2% | -73.7% | -40.0% |
| All | -0.3% | -52.1% | +51.9% | +80.7% |
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