-41.7%
TECH vs PAYC
-53.3%
+11.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | +1.6% |
| 7D | +0.2% | -7.9% | +8.1% | +2.7% |
| 30D | +0.1% | +2.1% | -2.0% | -0.8% |
| 3M | +37.5% | +61.8% | -24.3% | +14.5% |
| 6M | +34.6% | +59.9% | -25.4% | +12.1% |
| YTD | +23.5% | +38.5% | -15.0% | +7.6% |
| 1Y | +34.4% | -1.4% | +35.8% | +31.3% |
| 3Y | +2.3% | -21.0% | +23.3% | +2.8% |
| 5Y | -41.7% | -52.9% | +11.2% | -34.9% |
| All | -41.7% | -53.3% | +11.6% | -34.9% |
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