+110.6%
SPOT vs PAYC
-54.0%
+164.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.3% |
| 7D | -6.9% | -10.2% | +3.3% | -3.4% |
| 30D | +4.1% | +2.0% | +2.2% | +3.4% |
| 3M | +3.7% | +58.3% | -54.6% | -13.4% |
| 6M | -1.6% | +64.5% | -66.1% | -19.7% |
| YTD | -10.2% | +36.5% | -46.7% | -21.9% |
| 1Y | -25.9% | -1.3% | -24.6% | -27.4% |
| 3Y | +235.6% | -22.1% | +257.7% | +241.3% |
| 5Y | +110.6% | -53.3% | +163.9% | +151.5% |
| All | +110.6% | -54.0% | +164.6% | +151.5% |
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