+13.5%
U vs PAYC
-22.2%
+35.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.4% | +8.0% | +5.0% |
| 7D | +4.5% | -7.9% | +12.4% | +8.1% |
| 30D | -0.6% | +2.1% | -2.7% | -1.9% |
| 3M | +48.4% | +61.8% | -13.3% | +18.9% |
| 6M | +115.4% | +59.9% | +55.4% | +72.1% |
| YTD | -3.2% | +38.5% | -41.7% | -17.7% |
| 1Y | -6.0% | -1.4% | -4.7% | -8.3% |
| 3Y | +13.5% | -21.0% | +34.5% | +22.0% |
| All | +13.5% | -22.2% | +35.7% | +22.0% |
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