+42.4%
S vs PAYC
+43.7%
-1.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.1% | +6.7% | +4.1% |
| 7D | -13.4% | -10.2% | -3.3% | -8.8% |
| 30D | -14.0% | +6.1% | -20.1% | -16.8% |
| 3M | +4.9% | +10.1% | -5.2% | -0.5% |
| 6M | +42.0% | +88.6% | -46.6% | -2.3% |
| YTD | +45.1% | +50.0% | -4.8% | +13.0% |
| 1Y | +33.1% | +46.1% | -13.0% | +5.0% |
| All | +42.4% | +43.7% | -1.3% | +1.8% |
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 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