+87.0%
PR vs PAYC
+46.2%
+40.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.0% | -8.5% | -6.5% |
| 7D | -12.1% | +2.0% | -14.2% | -12.1% |
| 30D | +0.9% | +18.8% | -17.9% | +1.0% |
| 3M | +10.1% | +53.2% | -43.1% | +10.4% |
| 6M | +1.1% | +103.7% | -102.6% | +3.0% |
| YTD | +63.7% | +69.5% | -5.8% | +59.5% |
| 1Y | +87.0% | +48.8% | +38.2% | +77.0% |
| All | +87.0% | +46.2% | +40.8% | +77.0% |
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