+78.4%
V vs PAYC
+43.1%
+35.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | -0.8% | -11.1% | +10.3% | +1.3% |
| 30D | +9.5% | +1.8% | +7.7% | +9.2% |
| 3M | +16.7% | +10.2% | +6.5% | +14.6% |
| 6M | +32.9% | +73.5% | -40.6% | +19.3% |
| YTD | +21.1% | +49.4% | -28.3% | +11.5% |
| 1Y | +26.6% | +47.2% | -20.6% | +16.9% |
| 3Y | +78.4% | +44.4% | +33.9% | +71.3% |
| All | +78.4% | +43.1% | +35.2% | +71.3% |
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