+192.8%
TER vs PAYC
+43.1%
+149.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | -0.4% | +13.1% | +12.7% |
| 7D | -5.8% | -11.1% | +5.4% | -6.5% |
| 30D | -38.9% | +1.8% | -40.7% | -38.7% |
| 3M | -35.1% | +10.2% | -45.3% | -34.6% |
| 6M | -31.6% | +73.5% | -105.1% | -30.1% |
| YTD | +27.2% | +49.4% | -22.2% | +35.3% |
| 1Y | +35.2% | +47.2% | -12.0% | +44.1% |
| 3Y | +192.8% | +44.4% | +148.4% | +208.4% |
| All | +192.8% | +43.1% | +149.7% | +208.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling