+108.2%
T vs PAYC
-22.2%
+130.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | 0.0% |
| 7D | -1.5% | -7.9% | +6.4% | -1.1% |
| 30D | +7.6% | +2.1% | +5.5% | +7.5% |
| 3M | +15.3% | +61.8% | -46.5% | +12.5% |
| 6M | -8.5% | +59.9% | -68.4% | -10.7% |
| YTD | +6.8% | +38.5% | -31.7% | +5.1% |
| 1Y | -7.2% | -1.4% | -5.9% | -7.1% |
| 3Y | +108.2% | -21.0% | +129.3% | +112.4% |
| All | +108.2% | -22.2% | +130.4% | +112.4% |
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 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