-73.1%
SMR vs PAYC
+5.6%
-78.6%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -0.6% |
| 7D | +4.4% | -2.9% | +7.3% | +4.4% |
| 30D | +3.4% | +32.8% | -29.3% | +4.8% |
| 3M | -19.2% | +69.3% | -88.4% | -17.2% |
| 6M | -22.6% | +74.0% | -96.6% | -21.4% |
| YTD | -31.5% | +46.4% | -78.0% | -28.3% |
| 1Y | -73.1% | +4.2% | -77.2% | -66.9% |
| All | -73.1% | +5.6% | -78.6% | -66.9% |
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