+208.6%
B vs PAYC
+474.5%
-265.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.6% | -6.7% | -6.1% |
| 7D | +7.1% | -9.5% | +16.6% | +7.7% |
| 30D | -3.3% | +2.5% | -5.8% | -3.5% |
| 3M | -2.5% | +11.7% | -14.2% | -3.2% |
| 6M | -7.2% | +74.6% | -81.9% | -10.3% |
| YTD | -7.4% | +50.4% | -57.7% | -9.8% |
| 1Y | +16.4% | +44.0% | -27.6% | +13.7% |
| 3Y | +178.7% | +42.5% | +136.2% | +170.5% |
| 5Y | +121.7% | -50.3% | +172.0% | +125.5% |
| 10Y | +208.6% | +521.2% | -312.6% | +256.0% |
| All | +208.6% | +474.5% | -265.9% | +256.0% |
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