+14.2%
STZ vs PAYC
+35.9%
-21.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.1% | +3.3% | -1.5% |
| 7D | +4.9% | -10.2% | +15.1% | +5.6% |
| 30D | +20.9% | +6.1% | +14.7% | +21.1% |
| 3M | +8.0% | +10.1% | -2.1% | +8.2% |
| 6M | -5.3% | +88.6% | -93.9% | -2.7% |
| YTD | +5.9% | +50.0% | -44.1% | +14.8% |
| 1Y | +14.2% | +46.1% | -31.9% | +25.4% |
| All | +14.2% | +35.9% | -21.7% | +25.4% |
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