+712.5%
CAT vs PAYC
+451.9%
+260.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.4% | +7.6% | +7.3% |
| 7D | -2.4% | -11.1% | +8.7% | -0.6% |
| 30D | -25.0% | +1.8% | -26.8% | -25.4% |
| 3M | -28.7% | +10.2% | -38.9% | -30.1% |
| 6M | -33.0% | +73.5% | -106.5% | -40.0% |
| YTD | +5.4% | +49.4% | -44.0% | -3.7% |
| 1Y | +7.3% | +47.2% | -39.9% | -1.8% |
| 3Y | +166.0% | +44.4% | +121.6% | +140.4% |
| 5Y | +210.1% | -52.1% | +262.2% | +235.3% |
| 10Y | +712.5% | +474.3% | +238.3% | +417.1% |
| All | +712.5% | +451.9% | +260.6% | +417.1% |
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