+8,434.7%
SHOP vs PAYC
+568.7%
+7,866.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.1% | +1.5% |
| 7D | -5.1% | -2.9% | -2.2% | -3.6% |
| 30D | +0.6% | +32.8% | -32.2% | -15.9% |
| 3M | +25.0% | +69.3% | -44.2% | -9.4% |
| 6M | +11.9% | +74.0% | -62.1% | -20.5% |
| YTD | -9.9% | +46.4% | -56.3% | -29.9% |
| 1Y | 0.0% | +4.2% | -4.2% | -6.3% |
| 3Y | +117.5% | -19.7% | +137.2% | +112.1% |
| 5Y | -6.6% | -52.0% | +45.4% | +26.3% |
| 10Y | +3,320.3% | +356.9% | +2,963.4% | +1,562.7% |
| All | +8,434.7% | +568.7% | +7,866.0% | +3,755.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling