+221.7%
PR vs PAYC
-52.1%
+273.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.1% | +7.0% | +2.9% |
| 7D | -16.4% | -10.2% | -6.2% | -14.6% |
| 30D | -1.9% | +6.1% | -8.0% | -3.3% |
| 3M | +8.0% | +10.1% | -2.1% | +5.4% |
| 6M | +4.1% | +88.6% | -84.5% | -10.7% |
| YTD | +58.7% | +50.0% | +8.7% | +42.7% |
| 1Y | +75.8% | +46.1% | +29.8% | +59.1% |
| 3Y | +73.2% | +51.2% | +22.0% | +52.7% |
| All | +221.7% | -52.1% | +273.8% | +394.0% |
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 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