+49.4%
SAN vs PAYC
-1.3%
+50.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.3% |
| 7D | -0.5% | -8.7% | +8.3% | -1.0% |
| 30D | -0.1% | +1.2% | -1.2% | +0.1% |
| 3M | +19.6% | +58.6% | -39.0% | +23.8% |
| 6M | +32.7% | +56.6% | -23.9% | +37.9% |
| YTD | +26.7% | +36.2% | -9.5% | +31.4% |
| All | +49.4% | -1.3% | +50.7% | +50.5% |
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