+961.2%
ARES vs PAYC
+358.9%
+602.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.4% |
| 7D | -6.1% | -5.5% | -0.6% | -4.4% |
| 30D | -7.5% | +3.8% | -11.3% | -8.6% |
| 3M | +0.1% | +65.8% | -65.7% | -16.3% |
| 6M | +30.3% | +68.7% | -38.4% | +7.3% |
| YTD | -16.6% | +38.3% | -55.0% | -26.9% |
| 1Y | -26.1% | -2.4% | -23.7% | -27.6% |
| 3Y | +36.4% | -21.5% | +58.0% | +34.8% |
| 5Y | +95.0% | -52.7% | +147.7% | +121.4% |
| All | +961.2% | +358.9% | +602.3% | +696.8% |
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