+29.7%
PM vs PAYC
+46.9%
-17.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +1.0% |
| 7D | -7.1% | -9.5% | +2.4% | -6.9% |
| 30D | -2.8% | +3.3% | -6.1% | -2.7% |
| 3M | +6.3% | +14.5% | -8.2% | +6.3% |
| 6M | +9.6% | +76.0% | -66.4% | +9.5% |
| YTD | +25.6% | +53.4% | -27.8% | +26.1% |
| 1Y | +29.7% | +43.8% | -14.1% | +31.5% |
| All | +29.7% | +46.9% | -17.2% | +31.5% |
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 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