+711.1%
AVGO vs PAYC
-53.8%
+764.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | -0.8% | -8.7% | +8.0% | +1.1% |
| 30D | -13.7% | +1.2% | -14.9% | -14.1% |
| 3M | -6.9% | +58.6% | -65.5% | -17.5% |
| 6M | +5.8% | +56.6% | -50.8% | -6.6% |
| YTD | +5.7% | +36.2% | -30.6% | -3.5% |
| 1Y | +9.0% | -2.2% | +11.2% | +8.8% |
| 3Y | +340.5% | -22.3% | +362.8% | +350.2% |
| 5Y | +711.1% | -53.9% | +764.9% | +797.9% |
| All | +711.1% | -53.8% | +764.9% | +797.9% |
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