+625.2%
TEAM vs PAYC
+557.0%
+68.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -1.6% |
| 7D | -16.9% | -0.5% | -16.4% | -16.4% |
| 30D | -26.8% | +5.2% | -31.9% | -28.8% |
| 3M | -1.9% | +18.0% | -19.9% | -10.4% |
| 6M | +79.2% | +81.6% | -2.5% | +24.9% |
| YTD | -6.1% | +57.3% | -63.3% | -28.3% |
| 1Y | -2.1% | +49.8% | -51.9% | -23.2% |
| 3Y | -13.6% | +49.0% | -62.6% | -35.1% |
| 5Y | -65.8% | -47.8% | -17.9% | -54.8% |
| 10Y | +454.0% | +515.8% | -61.8% | +115.5% |
| All | +625.2% | +557.0% | +68.2% | +180.2% |
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