+128.4%
POET vs PAYC
-21.6%
+150.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.4% |
| 7D | +0.4% | -5.5% | +5.9% | +1.1% |
| 30D | -10.4% | +3.8% | -14.2% | -11.1% |
| 3M | -29.3% | +65.8% | -95.1% | -35.3% |
| 6M | +6.9% | +68.7% | -61.8% | -3.6% |
| YTD | +25.6% | +38.3% | -12.8% | +18.1% |
| 1Y | +49.2% | -2.4% | +51.5% | +53.3% |
| 3Y | +128.4% | -21.5% | +150.0% | +156.9% |
| All | +128.4% | -21.6% | +150.1% | +156.9% |
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