+455.9%
TRV vs PAYC
+1,158.0%
-702.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | -0.3% |
| 7D | +0.5% | -7.9% | +8.4% | +1.6% |
| 30D | -4.9% | +2.1% | -7.0% | -5.2% |
| 3M | +23.7% | +61.8% | -38.0% | +15.3% |
| 6M | +20.3% | +59.9% | -39.6% | +11.8% |
| YTD | +27.1% | +38.5% | -11.5% | +20.2% |
| 1Y | +35.3% | -1.4% | +36.7% | +34.0% |
| 3Y | +139.8% | -21.0% | +160.8% | +138.1% |
| 5Y | +153.9% | -52.9% | +206.8% | +165.3% |
| 10Y | +285.9% | +332.8% | -47.0% | +206.6% |
| All | +455.9% | +1,158.0% | -702.1% | +316.6% |
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