-9.8%
TRI vs PAYC
-52.9%
+43.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | -7.9% | -5.5% | -2.4% | -6.7% |
| 30D | -4.5% | +3.8% | -8.3% | -5.1% |
| 3M | +22.1% | +65.8% | -43.7% | +9.5% |
| 6M | -2.8% | +68.7% | -71.5% | -13.0% |
| YTD | -23.4% | +38.3% | -61.8% | -29.5% |
| 1Y | -41.5% | -2.4% | -39.1% | -43.8% |
| 3Y | -19.2% | -21.5% | +2.3% | -21.1% |
| All | -9.8% | -52.9% | +43.1% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling