+8,060.7%
AVGO vs PAYC
+1,229.9%
+6,830.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +1.2% |
| 7D | -3.0% | -2.9% | -0.1% | -2.2% |
| 30D | -14.4% | +32.8% | -47.2% | -21.5% |
| 3M | -14.4% | +69.3% | -83.7% | -27.4% |
| 6M | +13.1% | +74.0% | -60.8% | -5.6% |
| YTD | +3.8% | +46.4% | -42.6% | -9.6% |
| 1Y | +17.8% | +4.2% | +13.6% | +12.8% |
| 3Y | +325.3% | -19.7% | +345.0% | +315.5% |
| 5Y | +689.9% | -52.0% | +742.0% | +771.8% |
| 10Y | +2,597.0% | +356.9% | +2,240.1% | +1,492.7% |
| All | +8,060.7% | +1,229.9% | +6,830.8% | +3,965.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling