-84.3%
TE vs PAYC
-48.2%
-36.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.1% | -3.0% |
| 7D | -19.1% | +4.9% | -23.9% | -20.5% |
| 30D | -34.1% | +4.1% | -38.3% | -35.2% |
| 3M | -60.1% | +11.5% | -71.6% | -62.1% |
| 6M | -66.0% | +85.3% | -151.2% | -75.0% |
| YTD | -71.4% | +57.3% | -128.7% | -77.8% |
| 1Y | -45.3% | +52.6% | -97.8% | -57.0% |
| 3Y | +9.1% | +48.3% | -39.1% | -13.5% |
| All | -84.3% | -48.2% | -36.2% | -76.7% |
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