+95.0%
ROST vs PAYC
+50.2%
+44.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.3% |
| 7D | +0.3% | +4.9% | -4.6% | -0.2% |
| 30D | +0.5% | +4.1% | -3.6% | +0.1% |
| 3M | -5.2% | +11.5% | -16.7% | -6.2% |
| 6M | +9.8% | +85.3% | -75.5% | +2.7% |
| YTD | +29.4% | +57.3% | -27.9% | +23.7% |
| 1Y | +44.4% | +52.6% | -8.2% | +38.7% |
| 3Y | +95.0% | +48.3% | +46.7% | +81.2% |
| All | +95.0% | +50.2% | +44.8% | +81.2% |
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