+55.2%
HYG vs PAYC
+358.9%
-303.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.1% |
| 7D | -0.7% | -5.5% | +4.8% | -0.2% |
| 30D | -0.7% | +3.8% | -4.5% | -1.1% |
| 3M | -0.2% | +65.8% | -66.0% | -5.0% |
| 6M | +1.4% | +68.7% | -67.3% | -3.8% |
| YTD | +1.5% | +38.3% | -36.9% | -2.2% |
| 1Y | +2.9% | -2.4% | +5.3% | +2.4% |
| 3Y | +25.6% | -21.5% | +47.2% | +25.3% |
| 5Y | +18.6% | -52.7% | +71.3% | +22.4% |
| All | +55.2% | +358.9% | -303.7% | +31.5% |
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