+286.5%
C vs PAYC
+330.2%
-43.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +0.7% |
| 7D | +3.2% | -7.9% | +11.1% | +5.4% |
| 30D | +1.3% | +2.1% | -0.8% | +0.5% |
| 3M | +3.1% | +61.8% | -58.7% | -11.2% |
| 6M | +29.6% | +59.9% | -30.3% | +11.0% |
| YTD | +19.0% | +38.5% | -19.6% | +5.6% |
| 1Y | +45.6% | -1.4% | +47.0% | +42.2% |
| 3Y | +269.3% | -21.0% | +290.3% | +263.7% |
| 5Y | +131.6% | -52.9% | +184.5% | +156.6% |
| 10Y | +286.5% | +332.8% | -46.3% | +165.5% |
| All | +286.5% | +330.2% | -43.7% | +165.5% |
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