+5,993.3%
FIX vs PAYC
+330.2%
+5,663.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.4% | +7.8% | +3.6% |
| 7D | +6.1% | -7.9% | +14.0% | +7.9% |
| 30D | -2.7% | +2.1% | -4.8% | -3.4% |
| 3M | -10.9% | +61.8% | -72.7% | -22.2% |
| 6M | +29.0% | +59.9% | -30.9% | +11.5% |
| YTD | +76.9% | +38.5% | +38.4% | +57.6% |
| 1Y | +130.7% | -1.4% | +132.1% | +125.5% |
| 3Y | +790.7% | -21.0% | +811.7% | +778.9% |
| 5Y | +2,185.6% | -52.9% | +2,238.5% | +2,428.5% |
| 10Y | +5,993.3% | +332.8% | +5,660.5% | +3,999.1% |
| All | +5,993.3% | +330.2% | +5,663.1% | +3,999.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling