+122.7%
PLTU vs PAYC
-8.1%
+130.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | +0.6% |
| 7D | -0.8% | -8.7% | +8.0% | +7.7% |
| 30D | -8.8% | +1.2% | -10.0% | -8.8% |
| 3M | +41.7% | +58.6% | -16.9% | -10.7% |
| 6M | -9.3% | +56.6% | -65.9% | -41.4% |
| YTD | -35.2% | +36.2% | -71.5% | -51.3% |
| 1Y | -29.5% | -2.2% | -27.3% | -22.9% |
| All | +122.7% | -8.1% | +130.8% | +137.3% |
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