+672.3%
AU vs PAYC
+358.9%
+313.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | -4.3% | -5.5% | +1.2% | -4.0% |
| 30D | +7.3% | +3.8% | +3.5% | +7.1% |
| 3M | +26.3% | +65.8% | -39.5% | +22.3% |
| 6M | +1.8% | +68.7% | -66.9% | -1.9% |
| YTD | +26.8% | +38.3% | -11.5% | +23.9% |
| 1Y | +66.7% | -2.4% | +69.1% | +67.3% |
| 3Y | +579.1% | -21.5% | +600.6% | +580.1% |
| 5Y | +689.3% | -52.7% | +742.0% | +706.5% |
| All | +672.3% | +358.9% | +313.4% | +669.4% |
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