+196.3%
SE vs PAYC
-22.2%
+218.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.4% | +6.5% | +1.8% |
| 7D | +0.6% | -7.9% | +8.5% | +1.7% |
| 30D | -0.1% | +2.1% | -2.2% | -0.5% |
| 3M | +34.1% | +61.8% | -27.6% | +23.5% |
| 6M | +23.2% | +59.9% | -36.7% | +13.3% |
| YTD | -11.2% | +38.5% | -49.7% | -16.1% |
| 1Y | -40.5% | -1.4% | -39.2% | -40.1% |
| 3Y | +196.3% | -21.0% | +217.3% | +227.3% |
| All | +196.3% | -22.2% | +218.5% | +227.3% |
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