+247.4%
A vs PAYC
+358.9%
-111.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.3% |
| 7D | -2.6% | -5.5% | +2.9% | -1.2% |
| 30D | -0.9% | +3.8% | -4.7% | -1.9% |
| 3M | +13.6% | +65.8% | -52.2% | -2.1% |
| 6M | +27.8% | +68.7% | -40.9% | +8.9% |
| YTD | +8.6% | +38.3% | -29.7% | -2.7% |
| 1Y | +16.9% | -2.4% | +19.3% | +14.7% |
| 3Y | +32.9% | -21.5% | +54.5% | +31.5% |
| 5Y | -14.1% | -52.7% | +38.6% | -5.3% |
| All | +247.4% | +358.9% | -111.5% | +115.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling