-33.0%
REPL vs PAYC
-52.7%
+19.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.0% |
| 7D | +14.2% | -11.1% | +25.3% | +16.8% |
| 30D | +65.9% | +1.8% | +64.0% | +64.8% |
| 3M | +84.6% | +10.2% | +74.4% | +80.1% |
| 6M | +446.9% | +73.5% | +373.4% | +378.3% |
| YTD | +129.0% | +49.4% | +79.6% | +103.9% |
| 1Y | +167.9% | +47.2% | +120.7% | +139.5% |
| 3Y | +93.9% | +44.4% | +49.5% | +61.0% |
| 5Y | -33.0% | -52.1% | +19.1% | -12.4% |
| All | -33.0% | -52.7% | +19.7% | -12.4% |
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