+95.7%
QQQ vs PAYC
-52.9%
+148.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.6% |
| 7D | -0.6% | -5.5% | +4.9% | +0.6% |
| 30D | -1.2% | +3.8% | -5.0% | -2.1% |
| 3M | -0.2% | +65.8% | -66.0% | -12.3% |
| 6M | +17.9% | +68.7% | -50.8% | +2.3% |
| YTD | +16.6% | +38.3% | -21.7% | +6.1% |
| 1Y | +23.0% | -2.4% | +25.4% | +22.6% |
| 3Y | +92.9% | -21.5% | +114.5% | +97.3% |
| All | +95.7% | -52.9% | +148.6% | +110.0% |
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