+84.2%
ES vs PAYC
+330.2%
-246.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.4% | +6.0% | +1.3% |
| 7D | +1.4% | -7.9% | +9.3% | +2.5% |
| 30D | -1.2% | +2.1% | -3.3% | -1.5% |
| 3M | +5.0% | +61.8% | -56.8% | -2.4% |
| 6M | -2.8% | +59.9% | -62.8% | -10.0% |
| YTD | +8.6% | +38.5% | -29.9% | +2.5% |
| 1Y | +18.9% | -1.4% | +20.3% | +17.9% |
| 3Y | +32.1% | -21.0% | +53.1% | +31.6% |
| 5Y | -5.1% | -52.9% | +47.8% | -0.2% |
| 10Y | +84.2% | +332.8% | -248.6% | +47.5% |
| All | +84.2% | +330.2% | -246.1% | +47.5% |
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