+606.7%
AVGO vs PAYC
-47.7%
+654.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.5% | +3.0% | +5.0% |
| 7D | +25.0% | -0.5% | +25.5% | +25.1% |
| 30D | +2.0% | +5.2% | -3.2% | +0.8% |
| 3M | -12.3% | +18.0% | -30.2% | -15.6% |
| 6M | -12.8% | +81.6% | -94.4% | -25.2% |
| YTD | +5.9% | +57.3% | -51.4% | -6.5% |
| 1Y | +3.3% | +49.8% | -46.5% | -7.6% |
| 3Y | +293.1% | +49.0% | +244.1% | +243.7% |
| 5Y | +606.7% | -47.8% | +654.6% | +732.3% |
| All | +606.7% | -47.7% | +654.4% | +732.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling