+275.1%
BLK vs PAYC
+358.9%
-83.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.3% |
| 7D | -3.3% | -5.5% | +2.2% | -1.9% |
| 30D | -6.5% | +3.8% | -10.3% | -7.5% |
| 3M | +6.7% | +65.8% | -59.1% | -7.8% |
| 6M | +14.7% | +68.7% | -54.0% | -2.3% |
| YTD | +2.5% | +38.3% | -35.8% | -8.2% |
| 1Y | -2.8% | -2.4% | -0.4% | -4.5% |
| 3Y | +65.9% | -21.5% | +87.4% | +63.9% |
| 5Y | +33.0% | -52.7% | +85.7% | +46.9% |
| All | +275.1% | +358.9% | -83.8% | +167.9% |
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