+503.8%
APP vs PAYC
-34.3%
+538.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.3% | -3.9% |
| 7D | +10.6% | -0.5% | +11.0% | +10.4% |
| 30D | +44.6% | +5.2% | +39.4% | +38.8% |
| 3M | +29.6% | +18.0% | +11.6% | +17.1% |
| 6M | -19.8% | +81.6% | -101.4% | -46.6% |
| YTD | -41.6% | +57.3% | -98.8% | -58.1% |
| 1Y | -32.7% | +49.8% | -82.5% | -50.5% |
| 3Y | +799.0% | +49.0% | +750.0% | +533.8% |
| 5Y | +250.4% | -47.8% | +298.2% | +337.5% |
| All | +503.8% | -34.3% | +538.1% | +491.6% |
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