+66.5%
AG vs PAYC
+352.8%
-286.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.9% |
| 7D | -5.8% | -10.2% | +4.4% | -4.5% |
| 30D | +6.4% | +2.0% | +4.4% | +6.1% |
| 3M | +28.4% | +58.3% | -29.9% | +20.0% |
| 6M | -24.5% | +64.5% | -89.0% | -30.1% |
| YTD | +21.2% | +36.5% | -15.3% | +14.9% |
| 1Y | +114.1% | -1.3% | +115.4% | +112.9% |
| 3Y | +268.0% | -22.1% | +290.2% | +267.6% |
| 5Y | +67.3% | -53.3% | +120.7% | +75.9% |
| All | +66.5% | +352.8% | -286.3% | +80.7% |
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