+54.2%
AR vs PAYC
+510.1%
-455.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.8% |
| 7D | +6.4% | -0.5% | +6.9% | +6.5% |
| 30D | +3.1% | +5.2% | -2.0% | +1.8% |
| 3M | +3.3% | +18.0% | -14.7% | -0.7% |
| 6M | +6.6% | +81.6% | -75.1% | -7.9% |
| YTD | +12.3% | +57.3% | -44.9% | -0.5% |
| 1Y | +12.3% | +49.8% | -37.5% | +0.5% |
| 3Y | +50.4% | +49.0% | +1.5% | +31.1% |
| 5Y | +101.0% | -47.8% | +148.8% | +116.4% |
| All | +54.2% | +510.1% | -455.9% | -2.6% |
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