+47.7%
FND vs PAYC
+273.8%
-226.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.4% |
| 7D | -5.8% | -5.5% | -0.2% | -3.4% |
| 30D | -20.2% | +3.8% | -24.0% | -21.7% |
| 3M | -12.0% | +65.8% | -77.8% | -31.5% |
| 6M | -18.5% | +68.7% | -87.2% | -38.2% |
| YTD | -22.3% | +38.3% | -60.6% | -36.0% |
| 1Y | -47.6% | -2.4% | -45.3% | -49.5% |
| 3Y | -49.8% | -21.5% | -28.2% | -51.0% |
| 5Y | -63.0% | -52.7% | -10.3% | -54.5% |
| All | +47.7% | +273.8% | -226.1% | -20.4% |
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