+73.0%
XLF vs PAYC
-22.6%
+95.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.9% | -10.2% | +7.3% | -1.8% |
| 30D | -1.6% | +2.0% | -3.6% | -1.9% |
| 3M | +9.3% | +58.3% | -49.0% | +3.1% |
| 6M | +14.6% | +64.5% | -49.9% | +7.3% |
| YTD | +4.7% | +36.5% | -31.8% | +0.2% |
| 1Y | +8.6% | -1.3% | +9.9% | +8.2% |
| All | +73.0% | -22.6% | +95.7% | +75.7% |
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 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