+68.3%
V vs PAYC
-53.1%
+121.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | -0.7% |
| 7D | -1.1% | -7.9% | +6.8% | +0.4% |
| 30D | +1.9% | +2.1% | -0.2% | +1.4% |
| 3M | +15.5% | +61.8% | -46.2% | +4.7% |
| 6M | +16.6% | +59.9% | -43.3% | +5.5% |
| YTD | +5.7% | +38.5% | -32.8% | -1.9% |
| 1Y | +8.6% | -1.4% | +9.9% | +7.4% |
| 3Y | +52.5% | -21.0% | +73.5% | +53.3% |
| All | +68.3% | -53.1% | +121.4% | +78.9% |
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