+160.8%
EXC vs PAYC
+329.2%
-168.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | -0.3% |
| 7D | +0.3% | -8.7% | +9.1% | +1.7% |
| 30D | -0.9% | +1.2% | -2.0% | -1.1% |
| 3M | -2.7% | +58.6% | -61.3% | -9.9% |
| 6M | -9.4% | +56.6% | -66.0% | -16.4% |
| YTD | +3.0% | +36.2% | -33.2% | -3.1% |
| 1Y | +5.1% | -2.2% | +7.3% | +4.1% |
| 3Y | +20.6% | -22.3% | +42.9% | +19.8% |
| 5Y | +45.7% | -53.9% | +99.6% | +55.8% |
| 10Y | +160.8% | +347.5% | -186.7% | +89.2% |
| All | +160.8% | +329.2% | -168.4% | +89.2% |
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