+2.1%
SLB vs PAYC
-18.2%
+20.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.6% |
| 7D | +0.8% | -2.9% | +3.7% | +1.1% |
| 30D | +15.8% | +32.8% | -16.9% | +11.9% |
| 3M | -0.3% | +69.3% | -69.6% | -6.6% |
| 6M | +21.3% | +74.0% | -52.6% | +12.9% |
| YTD | +52.3% | +46.4% | +5.9% | +45.4% |
| 1Y | +63.6% | +4.2% | +59.4% | +65.2% |
| All | +2.1% | -18.2% | +20.3% | +6.8% |
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