+8,552.4%
SHOP vs PAYC
+618.3%
+7,934.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.2% | +4.9% | -6.1% | -3.9% |
| 30D | -14.7% | +4.1% | -18.9% | -17.0% |
| 3M | -7.2% | +11.5% | -18.7% | -13.1% |
| 6M | +54.2% | +85.3% | -31.1% | +5.5% |
| YTD | -8.6% | +57.3% | -65.9% | -32.0% |
| 1Y | +0.5% | +52.6% | -52.1% | -24.1% |
| 3Y | +135.9% | +48.3% | +87.7% | +71.8% |
| 5Y | -11.9% | -47.8% | +35.9% | +13.6% |
| 10Y | +3,608.8% | +515.9% | +3,092.9% | +1,532.0% |
| All | +8,552.4% | +618.3% | +7,934.1% | +3,636.4% |
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