-16.3%
SOUN vs PAYC
-23.3%
+7.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | -6.8% | -10.2% | +3.4% | -2.5% |
| 30D | -15.2% | +2.0% | -17.2% | -16.1% |
| 3M | -7.0% | +58.3% | -65.2% | -25.7% |
| 6M | -20.5% | +64.5% | -85.0% | -37.6% |
| YTD | -37.0% | +36.5% | -73.5% | -46.6% |
| 1Y | -55.3% | -1.3% | -54.0% | -56.3% |
| 3Y | +173.0% | -22.1% | +195.2% | +176.4% |
| All | -16.3% | -23.3% | +7.0% | -31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling