+67.7%
ASML vs PAYC
-50.1%
+117.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.8% | -2.6% | -7.9% |
| 7D | -19.0% | -4.1% | -15.0% | -18.3% |
| 30D | -25.9% | +12.4% | -38.3% | -28.0% |
| 3M | -19.1% | +43.3% | -62.3% | -26.3% |
| 6M | -5.7% | +90.7% | -96.4% | -21.8% |
| YTD | +27.6% | +58.0% | -30.4% | +10.9% |
| 1Y | +30.8% | +37.4% | -6.6% | +18.7% |
| 3Y | +116.2% | +61.1% | +55.1% | +77.1% |
| 5Y | +67.7% | -49.1% | +116.7% | +115.3% |
| All | +67.7% | -50.1% | +117.8% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling