+36.3%
S vs PAYC
+47.5%
-11.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +1.4% | -9.5% | +10.9% | +5.7% |
| 30D | -10.8% | +2.5% | -13.3% | -12.0% |
| 3M | +5.4% | +11.7% | -6.3% | +0.4% |
| 6M | +41.2% | +74.6% | -33.4% | +4.7% |
| YTD | +56.2% | +50.4% | +5.8% | +22.5% |
| 1Y | +36.3% | +44.0% | -7.7% | +9.8% |
| All | +36.3% | +47.5% | -11.2% | +9.8% |
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