+197.7%
EXC vs PAYC
+474.5%
-276.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +0.1% | -9.5% | +9.6% | +1.5% |
| 30D | +9.0% | +2.5% | +6.6% | +8.6% |
| 3M | +3.3% | +11.7% | -8.4% | +1.4% |
| 6M | +5.7% | +74.6% | -69.0% | -3.7% |
| YTD | +7.3% | +50.4% | -43.0% | -0.4% |
| 1Y | +2.9% | +44.0% | -41.1% | -3.9% |
| 3Y | +29.3% | +42.5% | -13.2% | +17.7% |
| 5Y | +40.1% | -50.3% | +90.3% | +48.7% |
| 10Y | +197.7% | +521.2% | -323.5% | +158.7% |
| All | +197.7% | +474.5% | -276.8% | +158.7% |
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