+195.5%
W vs PAYC
+1,496.0%
-1,300.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.8% |
| 7D | -1.7% | -0.5% | -1.2% | -1.6% |
| 30D | +3.2% | +5.2% | -1.9% | +0.6% |
| 3M | +8.3% | +18.0% | -9.7% | -0.8% |
| 6M | +84.3% | +81.6% | +2.7% | +31.0% |
| YTD | +11.0% | +57.3% | -46.2% | -17.0% |
| 1Y | -0.2% | +49.8% | -50.0% | -23.5% |
| 3Y | +157.9% | +49.0% | +108.9% | +93.5% |
| 5Y | -56.8% | -47.8% | -8.9% | -45.9% |
| 10Y | +212.2% | +515.8% | -303.6% | +90.9% |
| All | +195.5% | +1,496.0% | -1,300.5% | +77.3% |
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