+20.0%
SPY vs PAYC
+5.6%
+14.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.4% |
| 7D | +0.1% | -2.9% | +3.0% | +0.1% |
| 30D | +0.1% | +32.8% | -32.7% | -0.1% |
| 3M | +2.0% | +69.3% | -67.3% | +1.5% |
| 6M | +13.0% | +74.0% | -61.0% | +12.4% |
| YTD | +13.5% | +46.4% | -32.9% | +14.8% |
| 1Y | +20.0% | +4.2% | +15.8% | +24.2% |
| All | +20.0% | +5.6% | +14.4% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling