+1,971.1%
TER vs PAYC
+1,229.9%
+741.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.7% | +9.2% | +6.5% |
| 7D | +0.6% | -2.9% | +3.5% | +1.3% |
| 30D | -8.3% | +32.8% | -41.0% | -16.3% |
| 3M | -12.2% | +69.3% | -81.5% | -26.9% |
| 6M | +17.1% | +74.0% | -56.9% | -5.7% |
| YTD | +84.7% | +46.4% | +38.3% | +55.8% |
| 1Y | +199.9% | +4.2% | +195.8% | +182.2% |
| 3Y | +232.8% | -19.7% | +252.5% | +222.5% |
| 5Y | +198.6% | -52.0% | +250.6% | +235.5% |
| 10Y | +1,669.7% | +356.9% | +1,312.8% | +961.7% |
| All | +1,971.1% | +1,229.9% | +741.2% | +937.2% |
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