+124.2%
T vs PAYC
+1,229.9%
-1,105.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.7% | -1.6% |
| 7D | -1.3% | -2.9% | +1.6% | -1.0% |
| 30D | +11.4% | +32.8% | -21.4% | +8.1% |
| 3M | +14.3% | +69.3% | -55.0% | +8.3% |
| 6M | -9.3% | +74.0% | -83.2% | -14.4% |
| YTD | +7.1% | +46.4% | -39.3% | +2.5% |
| 1Y | -9.1% | +4.2% | -13.3% | -10.1% |
| 3Y | +105.3% | -19.7% | +125.1% | +104.3% |
| 5Y | +66.8% | -52.0% | +118.8% | +71.6% |
| 10Y | +66.8% | +356.9% | -290.1% | +41.8% |
| All | +124.2% | +1,229.9% | -1,105.6% | +91.2% |
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