+64.2%
T vs PAYC
-53.8%
+118.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.6% |
| 7D | -3.1% | -8.7% | +5.7% | -2.5% |
| 30D | +4.6% | +1.2% | +3.4% | +4.5% |
| 3M | +12.2% | +58.6% | -46.4% | +8.5% |
| 6M | -6.5% | +56.6% | -63.1% | -9.6% |
| YTD | +4.9% | +36.2% | -31.3% | +2.4% |
| 1Y | -10.5% | -2.2% | -8.3% | -10.6% |
| 3Y | +104.6% | -22.3% | +126.9% | +105.9% |
| 5Y | +64.2% | -53.9% | +118.1% | +58.1% |
| All | +64.2% | -53.8% | +118.0% | +58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling