+504.9%
ABBV vs PAYC
+358.9%
+146.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | +0.3% | -5.5% | +5.8% | +1.0% |
| 30D | +3.4% | +3.8% | -0.4% | +2.8% |
| 3M | +15.2% | +65.8% | -50.6% | +7.5% |
| 6M | +14.7% | +68.7% | -54.0% | +6.3% |
| YTD | +15.2% | +38.3% | -23.2% | +9.4% |
| 1Y | +20.4% | -2.4% | +22.8% | +19.5% |
| 3Y | +91.3% | -21.5% | +112.9% | +90.6% |
| 5Y | +189.6% | -52.7% | +242.3% | +203.8% |
| All | +504.9% | +358.9% | +146.0% | +357.2% |
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