+415.3%
PR vs PAYC
-51.7%
+467.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -0.9% |
| 7D | +2.9% | -2.9% | +5.8% | +3.5% |
| 30D | +18.0% | +32.8% | -14.7% | +10.8% |
| 3M | +16.9% | +69.3% | -52.4% | +3.6% |
| 6M | +28.2% | +74.0% | -45.8% | +12.4% |
| YTD | +69.3% | +46.4% | +22.9% | +53.8% |
| 1Y | +69.5% | +4.2% | +65.3% | +66.5% |
| 3Y | +81.7% | -19.7% | +101.4% | +84.3% |
| All | +415.3% | -51.7% | +467.0% | +509.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling