+528.8%
APP vs PAYC
-37.5%
+566.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.0% |
| 7D | +79.2% | -11.1% | +90.3% | +87.1% |
| 30D | +48.0% | +1.8% | +46.2% | +44.2% |
| 3M | +18.2% | +10.2% | +8.0% | +10.4% |
| 6M | -12.5% | +73.5% | -86.0% | -40.5% |
| YTD | -39.2% | +49.4% | -88.6% | -55.3% |
| 1Y | -33.9% | +47.2% | -81.1% | -51.2% |
| 3Y | +933.3% | +44.4% | +888.8% | +637.6% |
| 5Y | +295.9% | -52.1% | +348.0% | +414.2% |
| All | +528.8% | -37.5% | +566.4% | +531.3% |
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