+5.8%
XLU vs PAYC
+5.6%
+0.2%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | -0.1% |
| 7D | +0.8% | -2.9% | +3.7% | +0.7% |
| 30D | -1.3% | +32.8% | -34.1% | +0.4% |
| 3M | -1.3% | +69.3% | -70.6% | +2.0% |
| 6M | -7.6% | +74.0% | -81.6% | -3.9% |
| YTD | +2.3% | +46.4% | -44.1% | +5.6% |
| 1Y | +5.8% | +4.2% | +1.6% | +11.0% |
| All | +5.8% | +5.6% | +0.2% | +11.0% |
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