+20.6%
CHD vs PAYC
-54.0%
+74.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -4.7% | -10.2% | +5.5% | -4.2% |
| 30D | -8.3% | +2.0% | -10.3% | -8.4% |
| 3M | -4.0% | +58.3% | -62.3% | -6.3% |
| 6M | -6.5% | +64.5% | -71.0% | -8.9% |
| YTD | +13.1% | +36.5% | -23.4% | +11.1% |
| 1Y | +2.3% | -1.3% | +3.6% | +2.0% |
| 3Y | +1.8% | -22.1% | +23.9% | +1.9% |
| 5Y | +20.6% | -53.3% | +73.9% | +19.1% |
| All | +20.6% | -54.0% | +74.6% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling