+132.1%
AWK vs PAYC
+352.8%
-220.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.4% |
| 7D | -0.7% | -10.2% | +9.4% | +0.9% |
| 30D | +2.8% | +2.0% | +0.8% | +2.4% |
| 3M | +11.3% | +58.3% | -47.0% | +2.6% |
| 6M | +6.7% | +64.5% | -57.8% | -2.7% |
| YTD | +9.4% | +36.5% | -27.2% | +2.6% |
| 1Y | +3.7% | -1.3% | +5.0% | +2.5% |
| 3Y | +9.2% | -22.1% | +31.4% | +8.4% |
| 5Y | -15.7% | -53.3% | +37.6% | -10.6% |
| All | +132.1% | +352.8% | -220.8% | +80.8% |
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