+73.2%
PR vs PAYC
+50.7%
+22.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.1% | +7.0% | +2.7% |
| 7D | -16.4% | -10.2% | -6.2% | -15.1% |
| 30D | -1.9% | +6.1% | -8.0% | -2.9% |
| 3M | +8.0% | +10.1% | -2.1% | +6.1% |
| 6M | +4.1% | +88.6% | -84.5% | -7.5% |
| YTD | +58.7% | +50.0% | +8.7% | +47.5% |
| 1Y | +75.8% | +46.1% | +29.8% | +64.4% |
| 3Y | +73.2% | +51.2% | +22.0% | +55.8% |
| All | +73.2% | +50.7% | +22.4% | +55.8% |
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