+83.0%
PL vs PAYC
-40.2%
+123.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | +0.3% |
| 7D | -9.3% | -2.9% | -6.4% | -8.3% |
| 30D | -18.9% | +32.8% | -51.7% | -29.6% |
| 3M | -58.4% | +69.3% | -127.7% | -68.4% |
| 6M | -30.3% | +74.0% | -104.3% | -49.1% |
| YTD | -8.1% | +46.4% | -54.5% | -27.2% |
| 1Y | +180.5% | +4.2% | +176.3% | +165.5% |
| 3Y | +444.1% | -19.7% | +463.9% | +455.4% |
| 5Y | +83.0% | -52.0% | +135.1% | +110.8% |
| All | +83.0% | -40.2% | +123.2% | +108.5% |
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 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