+126.4%
SMR vs PAYC
+46.4%
+80.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -0.2% |
| 7D | +1.9% | -9.5% | +11.5% | +4.2% |
| 30D | -21.9% | +3.3% | -25.2% | -22.6% |
| 3M | -47.1% | +14.5% | -61.6% | -49.0% |
| 6M | -60.6% | +76.0% | -136.7% | -67.0% |
| YTD | -63.1% | +53.4% | -116.4% | -67.5% |
| 1Y | -80.4% | +43.8% | -124.2% | -82.3% |
| All | +126.4% | +46.4% | +80.0% | +94.0% |
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