+221.5%
ALLE vs PAYC
+451.9%
-230.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.1% | +2.9% |
| 7D | -0.6% | -11.1% | +10.5% | +2.2% |
| 30D | +26.6% | +1.8% | +24.8% | +26.1% |
| 3M | +13.2% | +10.2% | +3.0% | +10.3% |
| 6M | +42.9% | +73.5% | -30.6% | +23.1% |
| YTD | +21.0% | +49.4% | -28.4% | +7.2% |
| 1Y | +15.2% | +47.2% | -32.1% | +2.3% |
| 3Y | +95.6% | +44.4% | +51.1% | +69.8% |
| 5Y | +53.4% | -52.1% | +105.5% | +68.8% |
| 10Y | +221.5% | +474.3% | -252.8% | +93.2% |
| All | +221.5% | +451.9% | -230.5% | +93.2% |
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