+555.8%
ROKU vs PAYC
+196.5%
+359.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -2.6% | -10.2% | +7.5% | +3.0% |
| 30D | +2.1% | +2.0% | +0.2% | +0.6% |
| 3M | +31.8% | +58.3% | -26.5% | -1.2% |
| 6M | +53.3% | +64.5% | -11.2% | +10.5% |
| YTD | +42.1% | +36.5% | +5.5% | +12.8% |
| 1Y | +62.3% | -1.3% | +63.6% | +53.6% |
| 3Y | +84.6% | -22.1% | +106.8% | +76.5% |
| 5Y | -53.1% | -53.3% | +0.3% | -37.5% |
| All | +555.8% | +196.5% | +359.4% | +182.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling