+210.5%
ALLE vs PAYC
+535.4%
-324.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | +0.4% |
| 7D | -0.8% | -9.5% | +8.7% | +1.5% |
| 30D | +27.4% | +3.3% | +24.1% | +26.4% |
| 3M | +13.8% | +14.5% | -0.7% | +9.9% |
| 6M | +45.5% | +76.0% | -30.6% | +24.7% |
| YTD | +21.4% | +53.4% | -32.0% | +6.7% |
| 1Y | +15.4% | +43.8% | -28.4% | +3.0% |
| 3Y | +91.7% | +45.3% | +46.4% | +66.0% |
| 5Y | +54.5% | -48.9% | +103.4% | +67.3% |
| 10Y | +210.5% | +500.5% | -290.0% | +68.3% |
| All | +210.5% | +535.4% | -324.9% | +68.3% |
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