+67.1%
PWR vs PAYC
-0.1%
+67.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.8% | +5.5% |
| 7D | +4.2% | -5.5% | +9.7% | +2.6% |
| 30D | -4.0% | +3.8% | -7.8% | -2.9% |
| 3M | -4.8% | +65.8% | -70.6% | +11.8% |
| 6M | +14.6% | +68.7% | -54.1% | +36.0% |
| YTD | +54.2% | +38.3% | +15.9% | +82.9% |
| 1Y | +67.1% | -2.4% | +69.5% | +108.4% |
| All | +67.1% | -0.1% | +67.2% | +108.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling