+557.6%
PL vs PAYC
+46.8%
+510.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | +5.6% | -9.5% | +15.1% | +8.2% |
| 30D | -16.9% | +2.5% | -19.4% | -17.8% |
| 3M | -38.2% | +11.7% | -49.9% | -40.6% |
| 6M | -63.4% | +74.6% | -138.1% | -70.3% |
| YTD | -27.6% | +50.4% | -78.0% | -37.6% |
| 1Y | +6.6% | +44.0% | -37.4% | -6.1% |
| 3Y | +557.6% | +42.5% | +515.1% | +435.4% |
| All | +557.6% | +46.8% | +510.8% | +435.4% |
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 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