+95.9%
RIO vs PAYC
-22.8%
+118.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | +1.0% | -8.7% | +9.7% | +1.1% |
| 30D | +4.0% | +1.2% | +2.9% | +4.0% |
| 3M | +4.5% | +58.6% | -54.1% | +3.2% |
| 6M | +17.3% | +56.6% | -39.3% | +15.8% |
| YTD | +36.2% | +36.2% | -0.1% | +35.8% |
| 1Y | +76.1% | -2.2% | +78.3% | +80.5% |
| All | +95.9% | -22.8% | +118.7% | +107.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling