-35.9%
DOW vs PAYC
-53.8%
+17.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.3% |
| 7D | -6.0% | -8.7% | +2.7% | -4.6% |
| 30D | -2.7% | +1.2% | -3.9% | -3.1% |
| 3M | -10.5% | +58.6% | -69.1% | -18.2% |
| 6M | -12.4% | +56.6% | -69.1% | -20.2% |
| YTD | +30.0% | +36.2% | -6.2% | +21.4% |
| 1Y | +27.8% | -2.2% | +30.0% | +27.1% |
| 3Y | -34.9% | -22.3% | -12.6% | -34.5% |
| 5Y | -35.9% | -53.9% | +18.0% | -35.5% |
| All | -35.9% | -53.8% | +17.9% | -35.5% |
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 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