+33.8%
SOLS vs PAYC
+10.2%
+23.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +0.1% |
| 7D | +4.5% | -7.9% | +12.4% | +2.9% |
| 30D | +6.0% | +2.1% | +3.9% | +6.6% |
| 3M | -19.7% | +61.8% | -81.5% | -8.6% |
| 6M | -10.4% | +59.9% | -70.3% | +3.4% |
| YTD | +33.3% | +38.5% | -5.2% | +66.0% |
| All | +33.8% | +10.2% | +23.5% | +80.3% |
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