+47.7%
XYZ vs PAYC
-18.2%
+65.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +2.9% | +0.3% |
| 7D | -1.0% | -2.9% | +1.9% | -0.1% |
| 30D | -1.7% | +32.8% | -34.5% | -10.7% |
| 3M | +16.7% | +69.3% | -52.5% | -3.0% |
| 6M | +26.9% | +74.0% | -47.1% | +3.7% |
| YTD | +27.1% | +46.4% | -19.3% | +10.1% |
| 1Y | +9.3% | +4.2% | +5.1% | +6.4% |
| All | +47.7% | -18.2% | +65.9% | +59.9% |
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