+147.8%
PR vs PAYC
+633.6%
-485.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.8% | +1.9% | -3.3% |
| 7D | -16.5% | -4.1% | -12.5% | -15.7% |
| 30D | -4.5% | +12.4% | -16.9% | -7.3% |
| 3M | +8.5% | +43.3% | -34.7% | -1.3% |
| 6M | -3.3% | +90.7% | -94.0% | -18.9% |
| YTD | +55.7% | +58.0% | -2.3% | +35.8% |
| 1Y | +82.0% | +37.4% | +44.7% | +64.0% |
| 3Y | +62.5% | +61.1% | +1.3% | +37.4% |
| 5Y | +223.9% | -49.1% | +273.0% | +250.2% |
| 10Y | +64.2% | +497.7% | -433.5% | +34.2% |
| All | +147.8% | +633.6% | -485.8% | +101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling