+49.0%
FND vs PAYC
+324.9%
-275.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -6.8% | +4.9% | -11.7% | -8.8% |
| 30D | +8.0% | +4.1% | +3.9% | +6.0% |
| 3M | -18.9% | +11.5% | -30.4% | -23.0% |
| 6M | +4.7% | +85.3% | -80.6% | -23.0% |
| YTD | -21.6% | +57.3% | -78.9% | -39.1% |
| 1Y | -22.0% | +52.6% | -74.6% | -38.6% |
| 3Y | -40.4% | +48.3% | -88.7% | -54.6% |
| 5Y | -63.8% | -47.8% | -15.9% | -57.4% |
| All | +49.0% | +324.9% | -275.9% | -24.2% |
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