+212.1%
ALLE vs PAYC
+510.1%
-298.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.1% | -1.1% |
| 7D | +1.6% | -0.5% | +2.0% | +1.6% |
| 30D | +24.1% | +5.2% | +18.9% | +22.6% |
| 3M | +14.8% | +18.0% | -3.1% | +10.1% |
| 6M | +45.9% | +81.6% | -35.8% | +24.1% |
| YTD | +20.7% | +57.3% | -36.5% | +5.5% |
| 1Y | +14.2% | +49.8% | -35.6% | +0.9% |
| 3Y | +90.7% | +49.0% | +41.7% | +64.1% |
| 5Y | +50.6% | -47.8% | +98.4% | +62.2% |
| All | +212.1% | +510.1% | -298.0% | +68.6% |
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