+140.8%
PH vs PAYC
-22.2%
+163.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.1% |
| 7D | +0.4% | -7.9% | +8.3% | +1.6% |
| 30D | -10.8% | +2.1% | -12.9% | -11.2% |
| 3M | +8.5% | +61.8% | -53.3% | +0.7% |
| 6M | +3.9% | +59.9% | -56.0% | -3.8% |
| YTD | +9.4% | +38.5% | -29.1% | +4.1% |
| 1Y | +26.8% | -1.4% | +28.2% | +30.2% |
| 3Y | +140.8% | -21.0% | +161.8% | +155.5% |
| All | +140.8% | -22.2% | +163.0% | +155.5% |
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