-52.9%
REPL vs PAYC
-53.3%
+0.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.6% | -0.7% |
| 7D | -5.7% | -7.9% | +2.2% | -4.2% |
| 30D | +22.5% | +2.1% | +20.3% | +21.8% |
| 3M | +64.7% | +61.8% | +2.9% | +47.1% |
| 6M | +83.0% | +59.9% | +23.1% | +60.4% |
| YTD | +52.0% | +38.5% | +13.5% | +38.1% |
| 1Y | +144.5% | -1.4% | +145.9% | +142.6% |
| 3Y | -25.1% | -21.0% | -4.1% | -25.7% |
| 5Y | -52.9% | -52.9% | 0.0% | -51.3% |
| All | -52.9% | -53.3% | +0.4% | -51.3% |
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