+55.5%
AR vs PAYC
+535.4%
-480.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.4% | +1.1% |
| 7D | +2.1% | -9.5% | +11.6% | +4.2% |
| 30D | +4.5% | +3.3% | +1.3% | +3.6% |
| 3M | +1.0% | +14.5% | -13.5% | -2.3% |
| 6M | +4.4% | +76.0% | -71.6% | -9.1% |
| YTD | +10.9% | +53.4% | -42.5% | -1.3% |
| 1Y | +8.6% | +43.8% | -35.3% | -2.0% |
| 3Y | +48.5% | +45.3% | +3.2% | +30.1% |
| 5Y | +95.7% | -48.9% | +144.7% | +111.6% |
| 10Y | +55.5% | +500.5% | -445.1% | -1.9% |
| All | +55.5% | +535.4% | -480.0% | -1.9% |
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