+212.8%
ALLE vs PAYC
+454.0%
-241.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.1% | +4.1% | +0.3% |
| 7D | -0.6% | -10.2% | +9.6% | +2.0% |
| 30D | +25.3% | +6.1% | +19.2% | +23.6% |
| 3M | +10.3% | +10.1% | +0.2% | +7.6% |
| 6M | +38.0% | +88.6% | -50.6% | +16.3% |
| YTD | +17.8% | +50.0% | -32.2% | +4.2% |
| 1Y | +13.6% | +46.1% | -32.5% | +1.1% |
| 3Y | +89.2% | +51.2% | +38.0% | +62.3% |
| 5Y | +51.1% | -51.7% | +102.7% | +65.8% |
| All | +212.8% | +454.0% | -241.1% | +87.9% |
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