+132.3%
CMS vs PAYC
+451.9%
-319.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.9% | -11.1% | +10.2% | +0.2% |
| 30D | +7.1% | +1.8% | +5.2% | +6.8% |
| 3M | -1.3% | +10.2% | -11.5% | -2.4% |
| 6M | -2.7% | +73.5% | -76.2% | -8.5% |
| YTD | +2.6% | +49.4% | -46.8% | -2.4% |
| 1Y | -2.0% | +47.2% | -49.2% | -6.7% |
| 3Y | +39.6% | +44.4% | -4.8% | +31.4% |
| 5Y | +35.3% | -52.1% | +87.4% | +41.3% |
| 10Y | +132.3% | +474.3% | -341.9% | +95.3% |
| All | +132.3% | +451.9% | -319.6% | +95.3% |
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