-1.9%
POET vs PAYC
-52.9%
+51.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.4% |
| 7D | +0.4% | -5.5% | +5.9% | +1.3% |
| 30D | -10.4% | +3.8% | -14.2% | -11.2% |
| 3M | -29.3% | +65.8% | -95.1% | -36.4% |
| 6M | +6.9% | +68.7% | -61.8% | -5.2% |
| YTD | +25.6% | +38.3% | -12.8% | +15.8% |
| 1Y | +49.2% | -2.4% | +51.5% | +49.7% |
| 3Y | +128.4% | -21.5% | +150.0% | +131.0% |
| All | -1.9% | -52.9% | +51.0% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling