+192.1%
QSR vs PAYC
+735.9%
-543.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.3% |
| 7D | -2.4% | -8.7% | +6.4% | -0.5% |
| 30D | +5.7% | +1.2% | +4.5% | +5.4% |
| 3M | +6.9% | +58.6% | -51.7% | -4.0% |
| 6M | +6.9% | +56.6% | -49.7% | -4.3% |
| YTD | +14.9% | +36.2% | -21.3% | +5.7% |
| 1Y | +29.1% | -2.2% | +31.3% | +27.0% |
| 3Y | +26.1% | -22.3% | +48.4% | +24.5% |
| 5Y | +42.3% | -53.9% | +96.2% | +53.2% |
| 10Y | +134.0% | +347.5% | -213.5% | +48.6% |
| All | +192.1% | +735.9% | -543.8% | +65.0% |
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 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