+1,441.8%
TER vs PAYC
+1,292.9%
+148.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.0% | +6.3% | +7.8% |
| 7D | +5.9% | -9.5% | +15.4% | +9.0% |
| 30D | -30.8% | +3.3% | -34.0% | -31.6% |
| 3M | -29.9% | +14.5% | -44.5% | -33.2% |
| 6M | -27.5% | +76.0% | -103.5% | -41.0% |
| YTD | +37.5% | +53.4% | -15.9% | +13.8% |
| 1Y | +50.3% | +43.8% | +6.5% | +27.0% |
| 3Y | +204.9% | +45.3% | +159.6% | +149.3% |
| 5Y | +89.2% | -48.9% | +138.1% | +107.8% |
| 10Y | +1,077.0% | +500.5% | +576.4% | +567.3% |
| All | +1,441.8% | +1,292.9% | +148.8% | +657.6% |
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