+31.6%
Q vs PAYC
+21.0%
+10.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.4% | +7.3% | +6.8% |
| 7D | +8.4% | -11.1% | +19.5% | +6.0% |
| 30D | -1.2% | +1.8% | -3.0% | -0.6% |
| 3M | -9.3% | +10.2% | -19.5% | -7.2% |
| 6M | -15.0% | +73.5% | -88.5% | -3.5% |
| YTD | +53.5% | +49.4% | +4.0% | +86.5% |
| 1Y | +35.9% | +47.2% | -11.3% | +65.4% |
| All | +31.6% | +21.0% | +10.5% | +78.6% |
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