+43.2%
TER vs PAYC
+46.2%
-3.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.0% | -8.8% | -5.7% |
| 7D | -19.9% | +2.0% | -21.9% | -18.8% |
| 30D | -43.5% | +18.8% | -62.3% | -37.3% |
| 3M | -37.8% | +53.2% | -91.0% | -19.5% |
| 6M | -25.6% | +103.7% | -129.2% | +24.0% |
| YTD | +29.8% | +69.5% | -39.6% | +119.3% |
| 1Y | +43.2% | +48.8% | -5.6% | +146.4% |
| All | +43.2% | +46.2% | -3.0% | +146.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling