+8,680.0%
SHOP vs PAYC
+600.4%
+8,079.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +0.7% |
| 7D | -2.5% | -9.5% | +7.0% | +3.0% |
| 30D | -16.7% | +3.3% | -20.0% | -18.5% |
| 3M | -2.2% | +14.5% | -16.7% | -9.8% |
| 6M | +45.6% | +76.0% | -30.5% | +2.7% |
| YTD | -7.3% | +53.4% | -60.6% | -30.0% |
| 1Y | -6.1% | +43.8% | -49.9% | -26.6% |
| 3Y | +143.3% | +45.3% | +98.0% | +79.3% |
| 5Y | +0.2% | -48.9% | +49.1% | +30.8% |
| 10Y | +3,663.5% | +500.5% | +3,163.0% | +1,580.5% |
| All | +8,680.0% | +600.4% | +8,079.6% | +3,747.4% |
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