+807.9%
V vs PAYC
+1,266.0%
-458.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +0.8% | -9.5% | +10.3% | +3.2% |
| 30D | +9.9% | +2.5% | +7.5% | +9.2% |
| 3M | +17.5% | +11.7% | +5.8% | +14.2% |
| 6M | +33.5% | +74.6% | -41.2% | +15.3% |
| YTD | +21.6% | +50.4% | -28.8% | +7.9% |
| 1Y | +27.6% | +44.0% | -16.4% | +14.4% |
| 3Y | +76.4% | +42.5% | +33.9% | +54.5% |
| 5Y | +103.8% | -50.3% | +154.1% | +118.6% |
| 10Y | +455.5% | +521.2% | -65.7% | +256.0% |
| All | +807.9% | +1,266.0% | -458.1% | +447.6% |
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