+199.9%
B vs PAYC
+352.8%
-153.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | -5.0% | -10.2% | +5.2% | -4.5% |
| 30D | +8.7% | +2.0% | +6.8% | +8.6% |
| 3M | +17.3% | +58.3% | -41.0% | +14.0% |
| 6M | -5.0% | +64.5% | -69.5% | -8.1% |
| YTD | +1.4% | +36.5% | -35.1% | -0.7% |
| 1Y | +50.5% | -1.3% | +51.8% | +50.5% |
| 3Y | +194.4% | -22.1% | +216.5% | +194.6% |
| 5Y | +156.7% | -53.3% | +210.0% | +162.3% |
| All | +199.9% | +352.8% | -153.0% | +186.3% |
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