+3.2%
PEP vs PAYC
+46.9%
-43.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.7% | +0.1% |
| 7D | +1.1% | -9.5% | +10.6% | +1.6% |
| 30D | +13.6% | +3.3% | +10.4% | +13.5% |
| 3M | +5.1% | +14.5% | -9.4% | +4.5% |
| 6M | -1.6% | +76.0% | -77.7% | -4.3% |
| YTD | +3.3% | +53.4% | -50.0% | +0.4% |
| 1Y | +3.2% | +43.8% | -40.6% | +0.8% |
| All | +3.2% | +46.9% | -43.6% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling