+14.3%
PFE vs PAYC
+50.7%
-36.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.1% | +3.4% | -1.2% |
| 7D | -3.7% | -10.2% | +6.5% | -2.8% |
| 30D | +5.0% | +6.1% | -1.2% | +4.6% |
| 3M | +12.2% | +10.1% | +2.1% | +11.4% |
| 6M | +14.6% | +88.6% | -74.1% | +8.9% |
| YTD | +24.1% | +50.0% | -25.9% | +19.8% |
| 1Y | +26.6% | +46.1% | -19.5% | +22.4% |
| 3Y | +14.3% | +51.2% | -36.8% | +13.0% |
| All | +14.3% | +50.7% | -36.4% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling