+125.4%
CHD vs PAYC
+358.9%
-233.5%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | -4.5% | -5.5% | +1.0% | -4.0% |
| 30D | -6.7% | +3.8% | -10.5% | -7.0% |
| 3M | -2.7% | +65.8% | -68.5% | -6.8% |
| 6M | -4.9% | +68.7% | -73.6% | -9.2% |
| YTD | +13.3% | +38.3% | -25.0% | +9.8% |
| 1Y | +1.0% | -2.4% | +3.4% | +0.6% |
| 3Y | +1.3% | -21.5% | +22.9% | +1.1% |
| 5Y | +20.8% | -52.7% | +73.5% | +24.2% |
| All | +125.4% | +358.9% | -233.5% | +69.3% |
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