+533.2%
XYZ vs PAYC
+466.8%
+66.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +2.9% | +1.5% |
| 7D | -1.0% | -2.9% | +1.9% | +0.8% |
| 30D | -1.7% | +32.8% | -34.5% | -20.6% |
| 3M | +16.7% | +69.3% | -52.5% | -20.4% |
| 6M | +26.9% | +74.0% | -47.1% | -16.4% |
| YTD | +27.1% | +46.4% | -19.3% | -7.2% |
| 1Y | +9.3% | +4.2% | +5.1% | -0.8% |
| 3Y | +42.3% | -19.7% | +62.0% | +35.3% |
| 5Y | -69.3% | -52.0% | -17.3% | -57.1% |
| 10Y | +586.8% | +356.9% | +229.9% | +197.2% |
| All | +533.2% | +466.8% | +66.4% | +136.1% |
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