+30.8%
XLV vs PAYC
-21.6%
+52.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -3.6% | -5.5% | +2.0% | -3.2% |
| 30D | -1.8% | +3.8% | -5.6% | -2.1% |
| 3M | +7.8% | +65.8% | -58.0% | +3.6% |
| 6M | +9.1% | +68.7% | -59.6% | +4.5% |
| YTD | +7.7% | +38.3% | -30.6% | +4.7% |
| 1Y | +20.4% | -2.4% | +22.8% | +20.2% |
| 3Y | +30.8% | -21.5% | +52.3% | +31.7% |
| All | +30.8% | -21.6% | +52.4% | +31.7% |
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