+38.5%
D vs PAYC
+329.2%
-290.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.5% |
| 7D | -0.4% | -8.7% | +8.3% | +0.6% |
| 30D | -2.1% | +1.2% | -3.2% | -2.3% |
| 3M | -0.7% | +58.6% | -59.4% | -7.0% |
| 6M | +5.6% | +56.6% | -51.0% | -1.3% |
| YTD | +14.6% | +36.2% | -21.7% | +8.9% |
| 1Y | +15.3% | -2.2% | +17.5% | +14.5% |
| 3Y | +59.1% | -22.3% | +81.4% | +58.8% |
| 5Y | +3.9% | -53.9% | +57.8% | +9.6% |
| 10Y | +38.5% | +347.5% | -309.0% | +11.3% |
| All | +38.5% | +329.2% | -290.7% | +11.3% |
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