+100.5%
SIMO vs PAYC
+46.2%
+54.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.0% | -11.6% | -9.0% |
| 7D | -16.9% | +2.0% | -18.9% | -16.2% |
| 30D | -35.4% | +18.8% | -54.1% | -32.0% |
| 3M | -31.9% | +53.2% | -85.1% | -24.7% |
| 6M | -19.3% | +103.7% | -123.0% | -2.7% |
| YTD | +98.5% | +69.5% | +29.0% | +153.3% |
| 1Y | +100.5% | +48.8% | +51.7% | +167.0% |
| All | +100.5% | +46.2% | +54.3% | +167.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling