-35.8%
RGEN vs PAYC
-48.2%
+12.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.3% | +4.9% | -8.1% | -5.0% |
| 30D | -5.8% | +4.1% | -10.0% | -7.6% |
| 3M | +0.2% | +11.5% | -11.3% | -4.5% |
| 6M | +56.8% | +85.3% | -28.5% | +19.8% |
| YTD | +2.4% | +57.3% | -54.9% | -17.3% |
| 1Y | +11.4% | +52.6% | -41.1% | -9.0% |
| 3Y | +15.2% | +48.3% | -33.1% | -9.0% |
| All | -35.8% | -48.2% | +12.4% | -22.3% |
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