+29.7%
Q vs PAYC
+12.2%
+17.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -5.4% | +7.7% | +1.3% |
| 7D | +6.7% | -7.9% | +14.6% | +5.2% |
| 30D | -10.6% | +2.1% | -12.7% | -10.2% |
| 3M | -14.6% | +61.8% | -76.4% | -4.7% |
| 6M | +12.1% | +59.9% | -47.9% | +26.7% |
| YTD | +51.3% | +38.5% | +12.8% | +80.5% |
| All | +29.7% | +12.2% | +17.5% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling