-68.1%
U vs PAYC
-53.1%
-15.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.4% | +8.0% | +6.7% |
| 7D | +4.5% | -7.9% | +12.4% | +10.8% |
| 30D | -0.6% | +2.1% | -2.7% | -2.9% |
| 3M | +48.4% | +61.8% | -13.3% | -0.8% |
| 6M | +115.4% | +59.9% | +55.4% | +42.1% |
| YTD | -3.2% | +38.5% | -41.7% | -28.1% |
| 1Y | -6.0% | -1.4% | -4.7% | -8.6% |
| 3Y | +13.5% | -21.0% | +34.5% | +16.9% |
| All | -68.1% | -53.1% | -15.1% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling