+140.0%
TRV vs PAYC
-22.6%
+162.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -1.5% | -10.2% | +8.7% | -0.8% |
| 30D | -1.8% | +2.0% | -3.8% | -2.0% |
| 3M | +21.6% | +58.3% | -36.7% | +17.5% |
| 6M | +22.5% | +64.5% | -42.0% | +17.9% |
| YTD | +28.1% | +36.5% | -8.4% | +25.0% |
| 1Y | +37.0% | -1.3% | +38.3% | +36.9% |
| All | +140.0% | -22.6% | +162.7% | +135.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling