+250.0%
SO vs PAYC
+1,257.3%
-1,007.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -1.1% | -11.1% | +10.0% | 0.0% |
| 30D | +8.6% | +1.8% | +6.8% | +8.3% |
| 3M | +1.8% | +10.2% | -8.4% | +0.7% |
| 6M | +3.6% | +73.5% | -69.9% | -2.3% |
| YTD | +9.9% | +49.4% | -39.5% | +4.8% |
| 1Y | +5.7% | +47.2% | -41.5% | +0.8% |
| 3Y | +52.5% | +44.4% | +8.1% | +43.7% |
| 5Y | +77.3% | -52.1% | +129.4% | +83.4% |
| 10Y | +186.8% | +474.3% | -287.5% | +149.5% |
| All | +250.0% | +1,257.3% | -1,007.3% | +198.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling