+33.3%
PLD vs PAYC
+50.7%
-17.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.1% | +3.8% | -0.6% |
| 7D | -0.8% | -10.2% | +9.4% | +0.4% |
| 30D | -0.3% | +6.1% | -6.4% | -1.0% |
| 3M | -8.0% | +10.1% | -18.1% | -9.2% |
| 6M | -9.8% | +88.6% | -98.4% | -18.3% |
| YTD | +1.8% | +50.0% | -48.2% | -3.9% |
| 1Y | +5.6% | +46.1% | -40.5% | +0.2% |
| 3Y | +33.3% | +51.2% | -17.9% | +25.4% |
| All | +33.3% | +50.7% | -17.5% | +25.4% |
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