+358.0%
ALL vs PAYC
+352.8%
+5.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -4.3% | -10.2% | +5.9% | -2.5% |
| 30D | -3.6% | +2.0% | -5.5% | -4.0% |
| 3M | +13.2% | +58.3% | -45.1% | +3.8% |
| 6M | +22.5% | +64.5% | -42.0% | +11.1% |
| YTD | +22.7% | +36.5% | -13.8% | +14.7% |
| 1Y | +28.3% | -1.3% | +29.6% | +26.6% |
| 3Y | +152.0% | -22.1% | +174.2% | +150.6% |
| 5Y | +115.4% | -53.3% | +168.8% | +130.9% |
| All | +358.0% | +352.8% | +5.2% | +245.9% |
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