+69.9%
PR vs PAYC
+47.5%
+22.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | -9.5% | -9.5% | 0.0% | -9.2% |
| 30D | -5.7% | +2.5% | -8.2% | -5.7% |
| 3M | +3.0% | +11.7% | -8.7% | +2.7% |
| 6M | +11.8% | +74.6% | -62.8% | +10.6% |
| YTD | +58.5% | +50.4% | +8.1% | +59.0% |
| 1Y | +69.9% | +44.0% | +25.9% | +73.9% |
| All | +69.9% | +47.5% | +22.4% | +73.9% |
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 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