+69.4%
SHEL vs PAYC
-22.8%
+92.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | +3.0% | -8.7% | +11.8% | +3.5% |
| 30D | +7.2% | +1.2% | +6.0% | +7.1% |
| 3M | +12.9% | +58.6% | -45.7% | +9.6% |
| 6M | +13.7% | +56.6% | -42.9% | +10.4% |
| YTD | +33.7% | +36.2% | -2.6% | +31.1% |
| 1Y | +37.9% | -2.2% | +40.1% | +39.0% |
| All | +69.4% | -22.8% | +92.2% | +75.7% |
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