+254.8%
SPOT vs PAYC
+114.9%
+139.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.4% | +2.9% | -0.7% |
| 7D | -2.9% | -7.9% | +5.0% | -0.1% |
| 30D | +8.3% | +2.1% | +6.2% | +7.4% |
| 3M | +5.1% | +61.8% | -56.7% | -13.1% |
| 6M | -6.5% | +59.9% | -66.4% | -23.0% |
| YTD | -9.0% | +38.5% | -47.5% | -21.6% |
| 1Y | -26.4% | -1.4% | -25.0% | -28.5% |
| 3Y | +240.0% | -21.0% | +261.0% | +231.0% |
| 5Y | +111.7% | -52.9% | +164.6% | +148.0% |
| All | +254.8% | +114.9% | +139.9% | +144.1% |
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