-8.8%
SMCI vs PAYC
-0.1%
-8.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +5.9% | +7.6% |
| 7D | +1.3% | -5.5% | +6.8% | +0.1% |
| 30D | +6.6% | +3.8% | +2.8% | +7.5% |
| 3M | +25.4% | +65.8% | -40.4% | +42.4% |
| 6M | +26.1% | +68.7% | -42.6% | +43.8% |
| YTD | +37.0% | +38.3% | -1.3% | +53.9% |
| 1Y | -8.8% | -2.4% | -6.4% | -2.1% |
| All | -8.8% | -0.1% | -8.7% | -2.1% |
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