+39.6%
RY vs PAYC
+47.1%
-7.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -1.4% |
| 7D | -0.9% | -10.2% | +9.3% | -1.1% |
| 30D | +5.9% | +6.1% | -0.3% | +6.3% |
| 3M | -4.3% | +10.1% | -14.3% | -3.7% |
| 6M | +12.1% | +88.6% | -76.5% | +15.6% |
| YTD | +20.3% | +50.0% | -29.7% | +25.9% |
| All | +39.6% | +47.1% | -7.5% | +46.9% |
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