-10.4%
TRI vs PAYC
+58.6%
-69.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -0.9% |
| 7D | -8.4% | -8.7% | +0.4% | -3.3% |
| 30D | -6.5% | +1.2% | -7.6% | -6.6% |
| 3M | +18.6% | +58.6% | -40.0% | -13.7% |
| 6M | -10.4% | +56.6% | -67.1% | -34.5% |
| All | -10.4% | +58.6% | -69.1% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling