+39.2%
S vs PAYC
+46.2%
-6.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +0.9% |
| 7D | -8.2% | +2.0% | -10.2% | -9.0% |
| 30D | -7.6% | +18.8% | -26.4% | -14.1% |
| 3M | +12.0% | +53.2% | -41.3% | -7.0% |
| 6M | +50.6% | +103.7% | -53.1% | +5.6% |
| YTD | +56.6% | +69.5% | -12.9% | +15.7% |
| 1Y | +39.2% | +48.8% | -9.6% | +7.9% |
| All | +39.2% | +46.2% | -6.9% | +7.9% |
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