+354.2%
SAN vs PAYC
-22.2%
+376.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | -0.1% |
| 7D | +3.3% | -7.9% | +11.2% | +3.9% |
| 30D | +1.1% | +2.1% | -1.0% | +0.9% |
| 3M | +22.2% | +61.8% | -39.6% | +17.3% |
| 6M | +36.0% | +59.9% | -23.9% | +30.4% |
| YTD | +28.2% | +38.5% | -10.3% | +25.0% |
| 1Y | +54.1% | -1.4% | +55.5% | +56.5% |
| 3Y | +354.2% | -21.0% | +375.2% | +374.7% |
| All | +354.2% | -22.2% | +376.4% | +374.7% |
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