+158.8%
PGR vs PAYC
-52.9%
+211.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.5% |
| 7D | -0.6% | -5.5% | +4.9% | -0.1% |
| 30D | +4.9% | +3.8% | +1.2% | +4.6% |
| 3M | +7.6% | +65.8% | -58.2% | +2.7% |
| 6M | +8.3% | +68.7% | -60.4% | +2.9% |
| YTD | +1.7% | +38.3% | -36.6% | -1.9% |
| 1Y | -6.8% | -2.4% | -4.5% | -7.7% |
| 3Y | +73.4% | -21.5% | +95.0% | +73.9% |
| All | +158.8% | -52.9% | +211.7% | +154.2% |
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