+143.2%
PM vs PAYC
+43.1%
+100.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | -7.3% | -11.1% | +3.8% | -6.9% |
| 30D | -4.0% | +1.8% | -5.8% | -4.0% |
| 3M | +2.7% | +10.2% | -7.4% | +2.5% |
| 6M | +14.9% | +73.5% | -58.7% | +13.1% |
| YTD | +23.5% | +49.4% | -25.9% | +22.3% |
| 1Y | +30.4% | +47.2% | -16.9% | +29.2% |
| 3Y | +143.2% | +44.4% | +98.8% | +140.9% |
| All | +143.2% | +43.1% | +100.1% | +140.9% |
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