+554.0%
XYZ vs PAYC
+480.6%
+73.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.1% | +6.8% | +4.8% |
| 7D | +12.1% | -10.2% | +22.3% | +19.7% |
| 30D | +12.4% | +6.1% | +6.2% | +8.0% |
| 3M | +8.2% | +10.1% | -1.9% | +1.3% |
| 6M | +20.7% | +88.6% | -68.0% | -24.4% |
| YTD | +31.3% | +50.0% | -18.7% | -6.1% |
| 1Y | +20.5% | +46.1% | -25.6% | -12.5% |
| 3Y | +72.6% | +51.2% | +21.5% | +15.7% |
| 5Y | -64.0% | -51.7% | -12.3% | -50.0% |
| 10Y | +601.8% | +467.4% | +134.5% | +184.1% |
| All | +554.0% | +480.6% | +73.4% | +138.9% |
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 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