+19.3%
PH vs PAYC
+46.2%
-26.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.6% | -3.5% |
| 7D | -0.2% | +2.0% | -2.2% | 0.0% |
| 30D | -6.7% | +18.8% | -25.5% | -5.3% |
| 3M | -8.1% | +53.2% | -61.3% | -4.8% |
| 6M | +5.3% | +103.7% | -98.3% | +17.4% |
| YTD | +4.2% | +69.5% | -65.3% | +11.2% |
| 1Y | +19.3% | +48.8% | -29.5% | +21.9% |
| All | +19.3% | +46.2% | -26.8% | +21.9% |
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