+126.0%
DUK vs PAYC
+358.9%
-232.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -0.7% | -5.5% | +4.8% | -0.1% |
| 30D | -2.4% | +3.8% | -6.2% | -2.9% |
| 3M | -3.0% | +65.8% | -68.8% | -8.7% |
| 6M | -6.6% | +68.7% | -75.3% | -12.5% |
| YTD | +4.6% | +38.3% | -33.8% | -0.1% |
| 1Y | +1.2% | -2.4% | +3.6% | +0.6% |
| 3Y | +45.7% | -21.5% | +67.2% | +45.1% |
| 5Y | +40.3% | -52.7% | +93.0% | +46.7% |
| All | +126.0% | +358.9% | -232.8% | +84.8% |
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