+50.3%
EWZ vs PAYC
+451.9%
-401.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.1% |
| 7D | +1.4% | -11.1% | +12.5% | +4.1% |
| 30D | -25.1% | +1.8% | -26.9% | -25.5% |
| 3M | -7.7% | +10.2% | -17.9% | -10.0% |
| 6M | -15.8% | +73.5% | -89.4% | -27.5% |
| YTD | +3.6% | +49.4% | -45.8% | -8.3% |
| 1Y | +5.5% | +47.2% | -41.7% | -6.4% |
| 3Y | +22.1% | +44.4% | -22.3% | +5.3% |
| 5Y | +58.3% | -52.1% | +110.5% | +76.2% |
| 10Y | +50.3% | +474.3% | -424.0% | -22.3% |
| All | +50.3% | +451.9% | -401.7% | -22.3% |
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