+63.7%
T vs PAYC
+43.6%
+20.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | +2.6% | -9.5% | +12.1% | +3.4% |
| 30D | -1.1% | +2.5% | -3.6% | -1.3% |
| 3M | -7.7% | +11.7% | -19.4% | -8.5% |
| 6M | -10.6% | +74.6% | -85.3% | -14.3% |
| YTD | -7.5% | +50.4% | -57.8% | -10.0% |
| 1Y | -7.4% | +44.0% | -51.4% | -9.6% |
| All | +63.7% | +43.6% | +20.1% | +70.8% |
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