+743.6%
FN vs PAYC
+453.6%
+290.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -5.1% | +16.7% | +12.9% |
| 7D | 0.0% | -10.2% | +10.1% | +2.5% |
| 30D | -34.3% | +6.1% | -40.5% | -35.6% |
| 3M | -39.9% | +10.1% | -49.9% | -41.9% |
| 6M | -51.8% | +88.6% | -140.5% | -60.6% |
| YTD | -28.1% | +50.0% | -78.1% | -38.0% |
| 1Y | -29.1% | +46.1% | -75.1% | -38.4% |
| 3Y | +102.4% | +51.2% | +51.3% | +68.4% |
| 5Y | +171.7% | -51.7% | +223.3% | +201.1% |
| All | +743.6% | +453.6% | +290.0% | +262.2% |
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