+196.7%
EXC vs PAYC
+510.1%
-313.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.4% | +4.9% | -3.5% | +0.7% |
| 30D | +8.6% | +4.1% | +4.4% | +7.8% |
| 3M | +2.4% | +11.5% | -9.1% | +0.6% |
| 6M | +6.5% | +85.3% | -78.8% | -3.8% |
| YTD | +9.0% | +57.3% | -48.2% | +0.5% |
| 1Y | +4.6% | +52.6% | -48.0% | -3.2% |
| 3Y | +33.5% | +48.3% | -14.8% | +20.8% |
| 5Y | +41.4% | -47.8% | +89.2% | +49.1% |
| All | +196.7% | +510.1% | -313.5% | +149.6% |
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