-64.8%
POET vs PAYC
+1,137.5%
-1,202.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -3.4% |
| 7D | +9.7% | -8.7% | +18.5% | +11.3% |
| 30D | -6.5% | +1.2% | -7.7% | -7.0% |
| 3M | -25.7% | +58.6% | -84.3% | -32.5% |
| 6M | +19.6% | +56.6% | -37.0% | +8.0% |
| YTD | +26.4% | +36.2% | -9.9% | +16.7% |
| 1Y | +50.1% | -2.2% | +52.3% | +48.2% |
| 3Y | +127.9% | -22.3% | +150.2% | +126.4% |
| 5Y | -5.9% | -53.9% | +48.0% | -0.3% |
| 10Y | +31.1% | +347.5% | -316.3% | +19.1% |
| All | -64.8% | +1,137.5% | -1,202.2% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling