+158.6%
AWK vs PAYC
+510.1%
-351.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.1% | +4.9% | -4.7% | -0.6% |
| 30D | +14.3% | +4.1% | +10.1% | +13.4% |
| 3M | +10.3% | +11.5% | -1.2% | +8.2% |
| 6M | +18.9% | +85.3% | -66.3% | +6.6% |
| YTD | +17.7% | +57.3% | -39.6% | +7.7% |
| 1Y | +16.9% | +52.6% | -35.7% | +7.5% |
| 3Y | +32.2% | +48.3% | -16.1% | +19.4% |
| 5Y | -2.2% | -47.8% | +45.7% | +2.1% |
| All | +158.6% | +510.1% | -351.6% | +109.3% |
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