+258.9%
TPR vs PAYC
+1,229.9%
-970.9%
-78.9%
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% | +1.0% |
| 7D | -2.3% | -2.9% | +0.6% | -1.6% |
| 30D | -23.0% | +32.8% | -55.7% | -29.6% |
| 3M | -12.5% | +69.3% | -81.8% | -25.7% |
| 6M | -21.4% | +74.0% | -95.4% | -34.9% |
| YTD | -3.5% | +46.4% | -49.9% | -16.2% |
| 1Y | +17.4% | +4.2% | +13.2% | +12.6% |
| 3Y | +291.3% | -19.7% | +311.0% | +283.8% |
| 5Y | +241.9% | -52.0% | +293.9% | +276.5% |
| 10Y | +322.7% | +356.9% | -34.2% | +202.9% |
| All | +258.9% | +1,229.9% | -970.9% | +146.3% |
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