+794.1%
FN vs PAYC
+474.5%
+319.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -4.9% |
| 7D | -4.1% | -9.5% | +5.4% | -1.8% |
| 30D | -28.3% | +2.5% | -30.8% | -29.1% |
| 3M | -33.9% | +11.7% | -45.5% | -36.3% |
| 6M | -43.9% | +74.6% | -118.5% | -52.9% |
| YTD | -23.4% | +50.4% | -73.8% | -34.0% |
| 1Y | -25.4% | +44.0% | -69.4% | -34.9% |
| 3Y | +107.9% | +42.5% | +65.4% | +76.2% |
| 5Y | +195.1% | -50.3% | +245.3% | +224.3% |
| 10Y | +794.1% | +521.2% | +272.9% | +241.5% |
| All | +794.1% | +474.5% | +319.6% | +241.5% |
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