+2,761.7%
AVGO vs PAYC
+352.8%
+2,408.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +1.0% | -10.2% | +11.2% | +4.0% |
| 30D | -13.3% | +2.0% | -15.2% | -14.0% |
| 3M | -2.9% | +58.3% | -61.2% | -16.8% |
| 6M | +5.7% | +64.5% | -58.8% | -11.4% |
| YTD | +4.6% | +36.5% | -31.9% | -7.7% |
| 1Y | -1.6% | -1.3% | -0.4% | -4.5% |
| 3Y | +336.2% | -22.1% | +358.4% | +329.7% |
| 5Y | +695.6% | -53.3% | +749.0% | +798.1% |
| All | +2,761.7% | +352.8% | +2,408.9% | +1,628.3% |
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 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