+860.4%
FN vs PAYC
+358.9%
+501.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.7% | +6.8% | +4.0% |
| 7D | -1.7% | -2.9% | +1.2% | -1.0% |
| 30D | -22.0% | +32.8% | -54.7% | -27.9% |
| 3M | -43.0% | +69.3% | -112.3% | -51.1% |
| 6M | -27.7% | +74.0% | -101.7% | -39.6% |
| YTD | -10.5% | +46.4% | -56.9% | -21.7% |
| 1Y | +12.5% | +4.2% | +8.3% | +8.5% |
| 3Y | +153.8% | -19.7% | +173.5% | +149.9% |
| 5Y | +288.0% | -52.0% | +340.0% | +330.6% |
| All | +860.4% | +358.9% | +501.5% | +367.6% |
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