+155.8%
SPMO vs PAYC
-22.6%
+178.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -1.9% |
| 7D | +0.1% | -10.2% | +10.3% | +0.5% |
| 30D | -0.7% | +2.0% | -2.7% | -0.8% |
| 3M | +2.8% | +58.3% | -55.4% | +0.1% |
| 6M | +24.4% | +64.5% | -40.1% | +20.4% |
| YTD | +24.2% | +36.5% | -12.3% | +22.7% |
| 1Y | +24.5% | -1.3% | +25.8% | +28.0% |
| All | +155.8% | -22.6% | +178.4% | +172.3% |
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 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