+20.1%
W vs PAYC
+5.6%
+14.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.7% | +6.2% | +2.9% |
| 7D | -4.2% | -2.9% | -1.3% | -3.9% |
| 30D | -7.6% | +32.8% | -40.3% | -10.4% |
| 3M | +37.2% | +69.3% | -32.1% | +28.6% |
| 6M | +26.3% | +74.0% | -47.6% | +18.1% |
| YTD | -1.0% | +46.4% | -47.4% | -2.3% |
| 1Y | +20.1% | +4.2% | +15.9% | +31.5% |
| All | +20.1% | +5.6% | +14.5% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling