+992.0%
ASX vs PAYC
+329.2%
+662.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.2% | +3.9% |
| 7D | +11.1% | -8.7% | +19.9% | +13.4% |
| 30D | +9.6% | +1.2% | +8.4% | +9.0% |
| 3M | +18.6% | +58.6% | -40.0% | +3.7% |
| 6M | +92.1% | +56.6% | +35.5% | +66.5% |
| YTD | +158.5% | +36.2% | +122.2% | +131.1% |
| 1Y | +271.9% | -2.2% | +274.1% | +263.7% |
| 3Y | +465.2% | -22.3% | +487.5% | +457.2% |
| 5Y | +479.4% | -53.9% | +533.3% | +548.4% |
| 10Y | +992.0% | +347.5% | +644.5% | +656.4% |
| All | +992.0% | +329.2% | +662.8% | +656.4% |
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