+32.0%
Q vs PAYC
+10.4%
+21.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.5% |
| 7D | +6.6% | -8.7% | +15.4% | +4.9% |
| 30D | -6.6% | +1.2% | -7.7% | -6.3% |
| 3M | -13.2% | +58.6% | -71.8% | -3.5% |
| 6M | +9.9% | +56.6% | -46.7% | +24.0% |
| YTD | +53.9% | +36.2% | +17.7% | +83.2% |
| All | +32.0% | +10.4% | +21.6% | +75.5% |
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