-77.0%
QID vs PAYC
-48.2%
-28.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -7.1% | +4.9% | -12.0% | -5.2% |
| 30D | +12.6% | +4.1% | +8.5% | +15.0% |
| 3M | +14.2% | +11.5% | +2.8% | +20.2% |
| 6M | +6.2% | +85.3% | -79.1% | +41.3% |
| YTD | -21.8% | +57.3% | -79.1% | -4.2% |
| 1Y | -23.1% | +52.6% | -75.7% | -7.4% |
| 3Y | -71.3% | +48.3% | -119.6% | -62.4% |
| All | -77.0% | -48.2% | -28.8% | -80.9% |
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 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