+866.3%
PH vs PAYC
+1,328.5%
-462.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +4.3% | +4.9% | -0.5% | +3.2% |
| 30D | +0.1% | +4.1% | -4.0% | -1.2% |
| 3M | -9.4% | +11.5% | -20.8% | -12.2% |
| 6M | +8.8% | +85.3% | -76.5% | -7.7% |
| YTD | +9.6% | +57.3% | -47.6% | -4.4% |
| 1Y | +14.4% | +52.6% | -38.1% | +0.5% |
| 3Y | +134.5% | +48.3% | +86.3% | +103.7% |
| 5Y | +204.4% | -47.8% | +252.3% | +222.6% |
| 10Y | +697.3% | +515.9% | +181.4% | +449.1% |
| All | +866.3% | +1,328.5% | -462.3% | +563.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling