+21.0%
PL vs PAYC
+51.3%
-30.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | +10.0% | +4.9% | +5.2% | +10.9% |
| 30D | -2.3% | +4.1% | -6.4% | -1.4% |
| 3M | -44.2% | +11.5% | -55.7% | -43.0% |
| 6M | -66.1% | +85.3% | -151.4% | -62.2% |
| YTD | -30.0% | +57.3% | -87.2% | -17.4% |
| 1Y | +21.0% | +52.6% | -31.5% | +45.4% |
| All | +21.0% | +51.3% | -30.3% | +45.4% |
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