-64.8%
Z vs PAYC
-51.7%
-13.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -0.5% |
| 7D | -3.0% | -2.9% | -0.1% | -1.8% |
| 30D | -4.2% | +32.8% | -36.9% | -17.1% |
| 3M | -3.7% | +69.3% | -73.0% | -25.8% |
| 6M | -24.5% | +74.0% | -98.5% | -43.3% |
| YTD | -49.3% | +46.4% | -95.7% | -58.7% |
| 1Y | -58.7% | +4.2% | -62.8% | -60.6% |
| 3Y | -34.1% | -19.7% | -14.4% | -33.3% |
| All | -64.8% | -51.7% | -13.1% | -36.1% |
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 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