+93.7%
T vs PAYC
+1,266.0%
-1,172.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | +2.6% | -9.5% | +12.1% | +3.5% |
| 30D | -1.1% | +2.5% | -3.6% | -1.4% |
| 3M | -7.7% | +11.7% | -19.4% | -8.8% |
| 6M | -10.6% | +74.6% | -85.3% | -15.7% |
| YTD | -7.5% | +50.4% | -57.8% | -11.7% |
| 1Y | -7.4% | +44.0% | -51.4% | -11.3% |
| 3Y | +63.1% | +42.5% | +20.6% | +54.6% |
| 5Y | +55.2% | -50.3% | +105.5% | +59.2% |
| 10Y | +58.8% | +521.2% | -462.4% | +33.1% |
| All | +93.7% | +1,266.0% | -1,172.2% | +64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling