+842.6%
ASX vs PAYC
+451.9%
+390.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.4% | +9.0% | +8.7% |
| 7D | -12.3% | -11.1% | -1.2% | -9.6% |
| 30D | -26.0% | +1.8% | -27.8% | -26.5% |
| 3M | -8.1% | +10.2% | -18.3% | -10.7% |
| 6M | +1.4% | +73.5% | -72.1% | -14.2% |
| YTD | +115.6% | +49.4% | +66.1% | +87.6% |
| 1Y | +128.0% | +47.2% | +80.8% | +98.9% |
| 3Y | +371.4% | +44.4% | +327.0% | +299.2% |
| 5Y | +469.4% | -52.1% | +521.5% | +535.6% |
| 10Y | +842.6% | +474.3% | +368.4% | +529.4% |
| All | +842.6% | +451.9% | +390.7% | +529.4% |
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