-77.8%
SE vs PAYC
-49.7%
-28.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.6% | -4.6% |
| 7D | -7.7% | -9.5% | +1.8% | -3.4% |
| 30D | -22.8% | +3.3% | -26.1% | -24.5% |
| 3M | -43.7% | +14.5% | -58.3% | -48.0% |
| 6M | -12.8% | +76.0% | -88.9% | -37.5% |
| YTD | -42.0% | +53.4% | -95.4% | -56.2% |
| 1Y | -48.0% | +43.8% | -91.8% | -59.4% |
| 3Y | +62.7% | +45.3% | +17.4% | +13.1% |
| 5Y | -77.8% | -48.9% | -28.9% | -67.2% |
| All | -77.8% | -49.7% | -28.1% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling