+802.8%
TEAM vs PAYC
+511.6%
+291.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.7% | +1.1% | -0.5% |
| 7D | -0.4% | -2.9% | +2.4% | +1.3% |
| 30D | +67.3% | +32.8% | +34.5% | +38.1% |
| 3M | +86.8% | +69.3% | +17.5% | +34.5% |
| 6M | +146.8% | +74.0% | +72.8% | +77.1% |
| YTD | +16.9% | +46.4% | -29.5% | -7.2% |
| 1Y | +12.8% | +4.2% | +8.6% | +8.0% |
| 3Y | -7.3% | -19.7% | +12.5% | -7.1% |
| 5Y | -50.7% | -52.0% | +1.3% | -31.9% |
| 10Y | +529.8% | +356.9% | +172.9% | +178.6% |
| All | +802.8% | +511.6% | +291.1% | +262.5% |
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