+120.9%
FE vs PAYC
+474.5%
-353.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -0.5% | -9.5% | +9.0% | +0.7% |
| 30D | +4.3% | +2.5% | +1.8% | +3.9% |
| 3M | +0.4% | +11.7% | -11.3% | -1.2% |
| 6M | +6.9% | +74.6% | -67.7% | -1.6% |
| YTD | +8.0% | +50.4% | -42.4% | +0.9% |
| 1Y | +4.8% | +44.0% | -39.2% | -1.5% |
| 3Y | +49.0% | +42.5% | +6.5% | +37.1% |
| 5Y | +46.2% | -50.3% | +96.5% | +54.8% |
| 10Y | +120.9% | +521.2% | -400.3% | +82.7% |
| All | +120.9% | +474.5% | -353.6% | +82.7% |
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