+438.6%
PWR vs PAYC
-54.0%
+492.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -0.2% | -10.2% | +10.0% | +1.3% |
| 30D | -7.7% | +2.0% | -9.7% | -8.2% |
| 3M | -4.9% | +58.3% | -63.2% | -13.2% |
| 6M | +9.7% | +64.5% | -54.8% | -1.6% |
| YTD | +46.7% | +36.5% | +10.2% | +36.8% |
| 1Y | +58.7% | -1.3% | +60.0% | +60.0% |
| 3Y | +200.7% | -22.1% | +222.9% | +210.2% |
| 5Y | +438.6% | -53.3% | +491.9% | +558.1% |
| All | +438.6% | -54.0% | +492.6% | +558.1% |
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