+171.3%
APD vs PAYC
+336.3%
-165.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.1% |
| 7D | -2.5% | -7.9% | +5.4% | -1.0% |
| 30D | -1.9% | +2.1% | -4.0% | -2.4% |
| 3M | +8.2% | +61.8% | -53.5% | -2.4% |
| 6M | +10.7% | +59.9% | -49.2% | -0.6% |
| YTD | +22.9% | +38.5% | -15.6% | +13.2% |
| 1Y | +5.8% | -1.4% | +7.2% | +4.3% |
| 3Y | +7.8% | -21.0% | +28.8% | +7.0% |
| 5Y | +26.1% | -52.9% | +79.0% | +36.3% |
| All | +171.3% | +336.3% | -165.0% | +93.9% |
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