+206.7%
FN vs PAYC
-49.7%
+256.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.0% | +3.9% | +5.6% |
| 7D | +8.0% | -9.5% | +17.5% | +9.9% |
| 30D | -19.1% | +3.3% | -22.4% | -19.8% |
| 3M | -29.8% | +14.5% | -44.4% | -32.0% |
| 6M | -43.2% | +76.0% | -119.2% | -50.1% |
| YTD | -18.9% | +53.4% | -72.3% | -27.1% |
| 1Y | -17.9% | +43.8% | -61.7% | -24.8% |
| 3Y | +120.1% | +45.3% | +74.8% | +95.6% |
| 5Y | +206.7% | -48.9% | +255.6% | +251.9% |
| All | +206.7% | -49.7% | +256.4% | +251.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling