+604.1%
ABBV vs PAYC
+510.1%
+94.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.3% | +4.9% | -3.6% | +0.6% |
| 30D | +4.7% | +4.1% | +0.6% | +4.1% |
| 3M | +18.3% | +11.5% | +6.9% | +16.5% |
| 6M | +43.4% | +85.3% | -41.9% | +31.1% |
| YTD | +33.0% | +57.3% | -24.3% | +23.7% |
| 1Y | +30.8% | +52.6% | -21.8% | +22.2% |
| 3Y | +135.1% | +48.3% | +86.9% | +117.0% |
| 5Y | +201.2% | -47.8% | +249.1% | +214.5% |
| All | +604.1% | +510.1% | +94.0% | +348.7% |
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