-16.5%
Z vs PAYC
+50.2%
-66.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +0.8% | +4.9% | -4.0% | -1.1% |
| 30D | +5.2% | +4.1% | +1.1% | +4.2% |
| 3M | -17.0% | +11.5% | -28.5% | -19.8% |
| 6M | -22.7% | +85.3% | -107.9% | -40.4% |
| YTD | -56.3% | +57.3% | -113.6% | -64.0% |
| 1Y | -57.7% | +52.6% | -110.2% | -64.6% |
| 3Y | -16.5% | +48.3% | -64.8% | -28.2% |
| All | -16.5% | +50.2% | -66.7% | -28.2% |
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