+177.1%
W vs PAYC
+46.4%
+130.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.0% |
| 7D | -7.4% | -9.5% | +2.1% | -3.8% |
| 30D | +7.8% | +3.3% | +4.6% | +6.7% |
| 3M | +10.9% | +14.5% | -3.6% | +5.3% |
| 6M | +86.4% | +76.0% | +10.4% | +45.1% |
| YTD | +14.0% | +53.4% | -39.4% | -5.8% |
| 1Y | +3.5% | +43.8% | -40.3% | -11.3% |
| All | +177.1% | +46.4% | +130.7% | +123.9% |
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 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