-68.9%
XYZ vs PAYC
-51.7%
-17.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +2.9% | +1.4% |
| 7D | -1.0% | -2.9% | +1.9% | +0.7% |
| 30D | -1.7% | +32.8% | -34.5% | -19.7% |
| 3M | +16.7% | +69.3% | -52.5% | -19.3% |
| 6M | +26.9% | +74.0% | -47.1% | -15.3% |
| YTD | +27.1% | +46.4% | -19.3% | -5.6% |
| 1Y | +9.3% | +4.2% | +5.1% | +1.5% |
| 3Y | +42.3% | -19.7% | +62.0% | +45.7% |
| All | -68.9% | -51.7% | -17.2% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling