+40.9%
QSR vs PAYC
-52.9%
+93.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -4.0% | -5.5% | +1.5% | -3.3% |
| 30D | +2.8% | +3.8% | -1.0% | +2.2% |
| 3M | +5.1% | +65.8% | -60.7% | -2.4% |
| 6M | +8.8% | +68.7% | -59.9% | +0.4% |
| YTD | +14.8% | +38.3% | -23.5% | +8.7% |
| 1Y | +25.7% | -2.4% | +28.1% | +24.7% |
| 3Y | +27.5% | -21.5% | +49.1% | +27.6% |
| All | +40.9% | -52.9% | +93.8% | +40.4% |
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 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