+68.5%
XLI vs PAYC
-22.6%
+91.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -2.3% | -10.2% | +7.9% | -1.5% |
| 30D | -8.2% | +2.0% | -10.1% | -8.3% |
| 3M | +0.8% | +58.3% | -57.5% | -3.4% |
| 6M | +0.8% | +64.5% | -63.7% | -4.1% |
| YTD | +10.5% | +36.5% | -26.0% | +7.6% |
| 1Y | +14.1% | -1.3% | +15.4% | +16.2% |
| All | +68.5% | -22.6% | +91.2% | +78.4% |
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