-9.7%
TRU vs PAYC
+5.6%
-15.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.7% | -2.3% | -4.6% |
| 7D | -6.8% | -2.9% | -3.9% | -5.7% |
| 30D | 0.0% | +32.8% | -32.7% | -10.2% |
| 3M | +13.3% | +69.3% | -56.0% | -9.3% |
| 6M | +3.4% | +74.0% | -70.5% | -18.9% |
| YTD | -6.4% | +46.4% | -52.8% | -22.7% |
| 1Y | -9.7% | +4.2% | -13.9% | -17.8% |
| All | -9.7% | +5.6% | -15.3% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling