+141.0%
CI vs PAYC
+329.2%
-188.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.1% |
| 7D | -1.1% | -8.7% | +7.6% | +0.4% |
| 30D | +0.5% | +1.2% | -0.7% | +0.2% |
| 3M | -5.2% | +58.6% | -63.8% | -13.0% |
| 6M | +4.3% | +56.6% | -52.3% | -4.5% |
| YTD | +2.8% | +36.2% | -33.5% | -3.9% |
| 1Y | -5.8% | -2.2% | -3.6% | -6.8% |
| 3Y | +4.7% | -22.3% | +27.0% | +3.9% |
| 5Y | +42.7% | -53.9% | +96.5% | +52.2% |
| 10Y | +141.0% | +347.5% | -206.5% | +69.5% |
| All | +141.0% | +329.2% | -188.2% | +69.5% |
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