+139.4%
QLD vs PAYC
+50.7%
+88.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.1% | +7.6% | +3.6% |
| 7D | -10.3% | -10.2% | -0.1% | -8.1% |
| 30D | -26.1% | +6.1% | -32.2% | -27.1% |
| 3M | -17.8% | +10.1% | -27.8% | -19.7% |
| 6M | -15.6% | +88.6% | -104.2% | -30.0% |
| YTD | +5.4% | +50.0% | -44.6% | -5.3% |
| 1Y | +5.2% | +46.1% | -40.8% | -4.6% |
| 3Y | +139.4% | +51.2% | +88.3% | +122.5% |
| All | +139.4% | +50.7% | +88.7% | +122.5% |
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 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