+273.7%
TECH vs PAYC
+1,229.9%
-956.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.9% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +0.7% | +32.8% | -32.0% | -7.1% |
| 3M | +36.3% | +69.3% | -32.9% | +17.4% |
| 6M | +25.6% | +74.0% | -48.4% | +7.2% |
| YTD | +23.7% | +46.4% | -22.7% | +10.0% |
| 1Y | +37.6% | +4.2% | +33.5% | +33.0% |
| 3Y | -6.6% | -19.7% | +13.1% | -7.7% |
| 5Y | -42.2% | -52.0% | +9.8% | -37.4% |
| 10Y | +187.6% | +356.9% | -169.3% | +122.5% |
| All | +273.7% | +1,229.9% | -956.2% | +180.1% |
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