-15.7%
RMD vs PAYC
+5.6%
-21.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | 0.0% |
| 7D | -5.0% | -2.9% | -2.1% | -4.7% |
| 30D | +2.2% | +32.8% | -30.5% | -1.0% |
| 3M | +17.8% | +69.3% | -51.4% | +10.9% |
| 6M | -11.3% | +74.0% | -85.3% | -16.4% |
| YTD | -4.4% | +46.4% | -50.8% | -9.4% |
| 1Y | -15.7% | +4.2% | -19.9% | -16.3% |
| All | -15.7% | +5.6% | -21.3% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling