+226.8%
SOXX vs PAYC
-21.6%
+248.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.8% |
| 7D | +1.4% | -5.5% | +6.9% | +1.6% |
| 30D | -3.6% | +3.8% | -7.4% | -3.8% |
| 3M | -10.2% | +65.8% | -76.0% | -12.8% |
| 6M | +54.2% | +68.7% | -14.5% | +48.5% |
| YTD | +75.2% | +38.3% | +36.9% | +73.8% |
| 1Y | +107.5% | -2.4% | +109.9% | +118.5% |
| 3Y | +226.8% | -21.5% | +248.3% | +256.2% |
| All | +226.8% | -21.6% | +248.4% | +256.2% |
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