+3,644.4%
FIX vs PAYC
+474.5%
+3,169.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.8% |
| 7D | -13.9% | -9.5% | -4.4% | -12.1% |
| 30D | -35.5% | +2.5% | -38.0% | -36.2% |
| 3M | -33.9% | +11.7% | -45.6% | -36.2% |
| 6M | -43.3% | +74.6% | -117.9% | -52.1% |
| YTD | +18.7% | +50.4% | -31.7% | +2.6% |
| 1Y | +13.8% | +44.0% | -30.2% | -0.5% |
| 3Y | +495.0% | +42.5% | +452.5% | +409.1% |
| 5Y | +1,049.0% | -50.3% | +1,099.3% | +1,162.6% |
| 10Y | +3,644.4% | +521.2% | +3,123.2% | +1,859.8% |
| All | +3,644.4% | +474.5% | +3,169.9% | +1,859.8% |
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