+45.6%
SO vs PAYC
-18.2%
+63.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +2.9% | -0.7% |
| 7D | -0.2% | -2.9% | +2.7% | -0.1% |
| 30D | -4.6% | +32.8% | -37.3% | -5.1% |
| 3M | -3.0% | +69.3% | -72.3% | -4.2% |
| 6M | -8.3% | +74.0% | -82.2% | -9.4% |
| YTD | +3.5% | +46.4% | -42.9% | +2.7% |
| 1Y | -0.9% | +4.2% | -5.1% | -0.6% |
| All | +45.6% | -18.2% | +63.8% | +48.6% |
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