+82.6%
SMR vs PAYC
-22.8%
+105.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.9% |
| 7D | +13.1% | -8.7% | +21.8% | +15.6% |
| 30D | +17.8% | +1.2% | +16.6% | +17.0% |
| 3M | +8.1% | +58.6% | -50.5% | -8.4% |
| 6M | -11.1% | +56.6% | -67.7% | -25.2% |
| YTD | -23.7% | +36.2% | -60.0% | -32.5% |
| 1Y | -69.4% | -2.2% | -67.2% | -68.7% |
| All | +82.6% | -22.8% | +105.4% | +145.9% |
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 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