+76.5%
SPY vs PAYC
-22.8%
+99.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | -0.3% |
| 7D | -0.4% | -8.7% | +8.4% | +0.4% |
| 30D | -1.4% | +1.2% | -2.5% | -1.5% |
| 3M | +3.7% | +58.6% | -54.9% | -1.0% |
| 6M | +13.0% | +56.6% | -43.6% | +7.7% |
| YTD | +12.4% | +36.2% | -23.8% | +8.8% |
| 1Y | +18.5% | -2.2% | +20.7% | +19.4% |
| All | +76.5% | -22.8% | +99.3% | +83.0% |
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