+79.3%
PR vs PAYC
-19.5%
+98.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -1.1% |
| 7D | +2.9% | -2.9% | +5.8% | +3.3% |
| 30D | +18.0% | +32.8% | -14.7% | +13.1% |
| 3M | +16.9% | +69.3% | -52.4% | +7.7% |
| 6M | +28.2% | +74.0% | -45.8% | +17.3% |
| YTD | +69.3% | +46.4% | +22.9% | +59.2% |
| 1Y | +69.5% | +4.2% | +65.3% | +69.6% |
| All | +79.3% | -19.5% | +98.8% | +88.0% |
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 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