+124.9%
FHN vs PAYC
+351.9%
-226.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | 0.0% |
| 7D | 0.0% | -8.7% | +8.8% | +2.3% |
| 30D | -2.6% | +1.2% | -3.7% | -3.0% |
| 3M | 0.0% | +58.6% | -58.6% | -12.4% |
| 6M | +9.2% | +56.6% | -47.4% | -4.9% |
| YTD | +4.3% | +36.2% | -31.9% | -6.2% |
| 1Y | +10.8% | -2.2% | +12.9% | +8.6% |
| 3Y | +130.7% | -22.3% | +153.0% | +128.9% |
| 5Y | +87.4% | -53.9% | +141.2% | +107.0% |
| All | +124.9% | +351.9% | -226.9% | +59.8% |
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