+83.1%
SM vs PAYC
+51.3%
+31.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.4% | +4.9% | +4.5% | +9.0% |
| 30D | -14.4% | +4.1% | -18.5% | -14.6% |
| 3M | +1.6% | +11.5% | -9.9% | +0.6% |
| 6M | +6.3% | +85.3% | -78.9% | -1.3% |
| YTD | +78.8% | +57.3% | +21.5% | +71.6% |
| 1Y | +83.1% | +52.6% | +30.6% | +78.9% |
| All | +83.1% | +51.3% | +31.8% | +78.9% |
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