+16.2%
W vs PAYC
-2.9%
+19.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | +5.9% | -8.7% | +14.7% | +6.7% |
| 30D | -3.0% | +1.2% | -4.2% | -3.3% |
| 3M | +40.3% | +58.6% | -18.3% | +32.3% |
| 6M | +32.2% | +56.6% | -24.4% | +25.2% |
| YTD | -0.3% | +36.2% | -36.5% | -1.1% |
| 1Y | +16.2% | -2.2% | +18.4% | +26.7% |
| All | +16.2% | -2.9% | +19.1% | +26.7% |
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