+46.9%
PM vs PAYC
+46.2%
+0.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.6% |
| 7D | +4.3% | +2.0% | +2.2% | +4.3% |
| 30D | +11.5% | +18.8% | -7.3% | +11.4% |
| 3M | +13.0% | +53.2% | -40.2% | +12.9% |
| 6M | +25.9% | +103.7% | -77.8% | +26.1% |
| YTD | +34.0% | +69.5% | -35.5% | +34.1% |
| 1Y | +46.9% | +48.8% | -1.9% | +47.8% |
| All | +46.9% | +46.2% | +0.7% | +47.8% |
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