-88.5%
SMR vs PAYC
+39.2%
-127.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -6.8% | -8.1% | -15.1% |
| 7D | -26.2% | -4.1% | -22.1% | -26.2% |
| 30D | -45.5% | +12.4% | -57.9% | -44.9% |
| 3M | -53.4% | +43.3% | -96.7% | -52.3% |
| 6M | -63.2% | +90.7% | -153.9% | -62.0% |
| YTD | -69.2% | +58.0% | -127.2% | -67.2% |
| 1Y | -88.5% | +37.4% | -125.9% | -86.4% |
| All | -88.5% | +39.2% | -127.7% | -86.4% |
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 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