+824.9%
QQQ vs PAYC
+1,137.5%
-312.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.1% |
| 7D | +1.0% | -8.7% | +9.7% | +3.1% |
| 30D | -0.6% | +1.2% | -1.8% | -1.0% |
| 3M | +1.3% | +58.6% | -57.3% | -10.7% |
| 6M | +18.1% | +56.6% | -38.5% | +3.6% |
| YTD | +16.9% | +36.2% | -19.4% | +5.7% |
| 1Y | +24.0% | -2.2% | +26.2% | +21.5% |
| 3Y | +95.6% | -22.3% | +117.9% | +92.9% |
| 5Y | +94.5% | -53.9% | +148.4% | +113.5% |
| 10Y | +571.7% | +347.5% | +224.2% | +363.5% |
| All | +824.9% | +1,137.5% | -312.6% | +482.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling