+1,278.0%
AAPL vs PAYC
+358.9%
+919.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.4% |
| 7D | +3.8% | -5.5% | +9.4% | +5.4% |
| 30D | +9.9% | +3.8% | +6.2% | +8.7% |
| 3M | +12.5% | +65.8% | -53.3% | -3.7% |
| 6M | +27.6% | +68.7% | -41.1% | +7.7% |
| YTD | +22.6% | +38.3% | -15.8% | +8.9% |
| 1Y | +45.0% | -2.4% | +47.4% | +42.2% |
| 3Y | +87.8% | -21.5% | +109.3% | +85.2% |
| 5Y | +128.7% | -52.7% | +181.4% | +155.1% |
| All | +1,278.0% | +358.9% | +919.1% | +735.3% |
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