+688.6%
CAT vs PAYC
+510.1%
+178.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +7.4% | +4.9% | +2.6% | +6.6% |
| 30D | -19.7% | +4.1% | -23.8% | -20.3% |
| 3M | -29.6% | +11.5% | -41.1% | -31.1% |
| 6M | -33.2% | +85.3% | -118.5% | -40.9% |
| YTD | +5.7% | +57.3% | -51.6% | -4.4% |
| 1Y | +9.3% | +52.6% | -43.2% | -0.5% |
| 3Y | +158.3% | +48.3% | +110.1% | +132.5% |
| 5Y | +211.6% | -47.8% | +259.4% | +231.8% |
| All | +688.6% | +510.1% | +178.5% | +367.2% |
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