+2,660.6%
AVGO vs PAYC
+510.1%
+2,150.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +18.2% | +4.9% | +13.3% | +16.6% |
| 30D | +0.2% | +4.1% | -3.9% | -1.1% |
| 3M | -16.8% | +11.5% | -28.3% | -19.8% |
| 6M | -16.5% | +85.3% | -101.7% | -32.3% |
| YTD | +0.8% | +57.3% | -56.5% | -15.2% |
| 1Y | +2.8% | +52.6% | -49.7% | -12.9% |
| 3Y | +278.5% | +48.3% | +230.3% | +213.1% |
| 5Y | +573.1% | -47.8% | +620.9% | +641.0% |
| All | +2,660.6% | +510.1% | +2,150.5% | +1,356.2% |
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