+577.6%
XYZ vs PAYC
+478.5%
+99.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.8% |
| 7D | +14.9% | -11.1% | +26.0% | +23.4% |
| 30D | +14.7% | +1.8% | +12.8% | +13.0% |
| 3M | +12.1% | +10.2% | +1.9% | +4.9% |
| 6M | +18.3% | +73.5% | -55.2% | -21.3% |
| YTD | +36.1% | +49.4% | -13.4% | -2.5% |
| 1Y | +35.3% | +47.2% | -11.9% | -2.3% |
| 3Y | +73.5% | +44.4% | +29.0% | +20.0% |
| 5Y | -61.6% | -52.1% | -9.5% | -46.4% |
| 10Y | +638.0% | +474.3% | +163.7% | +198.3% |
| All | +577.6% | +478.5% | +99.1% | +148.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling