+81.0%
F vs PAYC
+451.9%
-371.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -0.6% | -11.1% | +10.5% | +2.2% |
| 30D | +2.9% | +1.8% | +1.1% | +2.2% |
| 3M | -9.5% | +10.2% | -19.7% | -11.9% |
| 6M | +4.0% | +73.5% | -69.5% | -11.1% |
| YTD | -1.3% | +49.4% | -50.7% | -13.2% |
| 1Y | -1.9% | +47.2% | -49.1% | -13.5% |
| 3Y | +53.5% | +44.4% | +9.0% | +32.2% |
| 5Y | -15.1% | -52.1% | +37.0% | -6.5% |
| 10Y | +81.0% | +474.3% | -393.3% | +29.5% |
| All | +81.0% | +451.9% | -371.0% | +29.5% |
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