+151.1%
ALLE vs PAYC
+330.2%
-179.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.6% |
| 7D | +2.8% | -7.9% | +10.7% | +4.7% |
| 30D | -7.6% | +2.1% | -9.8% | -8.2% |
| 3M | +22.8% | +61.8% | -39.0% | +8.0% |
| 6M | +4.6% | +59.9% | -55.3% | -8.5% |
| YTD | -1.2% | +38.5% | -39.7% | -10.8% |
| 1Y | -9.1% | -1.4% | -7.8% | -10.8% |
| 3Y | +50.0% | -21.0% | +71.0% | +48.3% |
| 5Y | +15.2% | -52.9% | +68.2% | +26.4% |
| 10Y | +151.1% | +332.8% | -181.7% | +59.0% |
| All | +151.1% | +330.2% | -179.2% | +59.0% |
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