+314.7%
A vs PAYC
+510.1%
-195.5%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.5% | +4.9% | -5.3% | -1.7% |
| 30D | 0.0% | +4.1% | -4.1% | -1.4% |
| 3M | +16.7% | +11.5% | +5.2% | +12.8% |
| 6M | +54.8% | +85.3% | -30.5% | +28.3% |
| YTD | +28.8% | +57.3% | -28.5% | +10.7% |
| 1Y | +19.3% | +52.6% | -33.2% | +3.3% |
| 3Y | +65.5% | +48.3% | +17.3% | +40.2% |
| 5Y | +12.1% | -47.8% | +59.9% | +20.8% |
| All | +314.7% | +510.1% | -195.5% | +112.5% |
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