+9.2%
Z vs PAYC
+702.6%
-693.4%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.6% | -6.8% | -3.9% | -7.7% |
| 7D | -2.3% | -4.1% | +1.8% | -0.2% |
| 30D | +9.4% | +12.4% | -3.0% | +4.6% |
| 3M | -16.1% | +43.3% | -59.4% | -29.3% |
| 6M | -30.4% | +90.7% | -121.1% | -48.9% |
| YTD | -55.6% | +58.0% | -113.6% | -64.8% |
| 1Y | -58.5% | +37.4% | -95.9% | -65.1% |
| 3Y | -19.6% | +61.1% | -80.8% | -38.8% |
| 5Y | -54.1% | -49.1% | -5.1% | -45.9% |
| 10Y | -12.1% | +497.7% | -509.8% | -50.8% |
| All | +9.2% | +702.6% | -693.4% | -41.6% |
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