+159.2%
PR vs PAYC
+612.0%
-452.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +2.3% |
| 7D | -0.5% | -9.5% | +9.0% | +1.8% |
| 30D | -4.6% | +3.3% | -7.9% | -5.6% |
| 3M | +4.7% | +14.5% | -9.8% | +0.9% |
| 6M | +12.4% | +76.0% | -63.6% | -3.7% |
| YTD | +62.9% | +53.4% | +9.5% | +42.9% |
| 1Y | +70.6% | +43.8% | +26.8% | +52.2% |
| 3Y | +90.0% | +45.3% | +44.7% | +65.1% |
| 5Y | +255.5% | -48.9% | +304.4% | +283.2% |
| 10Y | +78.7% | +500.5% | -421.8% | +47.0% |
| All | +159.2% | +612.0% | -452.8% | +111.8% |
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 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