+143.6%
IBM vs PAYC
+535.4%
-391.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.1% |
| 7D | -1.7% | -9.5% | +7.8% | 0.0% |
| 30D | +10.1% | +3.3% | +6.8% | +9.4% |
| 3M | +4.8% | +14.5% | -9.7% | +2.1% |
| 6M | +12.6% | +76.0% | -63.4% | +0.9% |
| YTD | -13.9% | +53.4% | -67.3% | -21.3% |
| 1Y | -18.7% | +43.8% | -62.5% | -25.0% |
| 3Y | +81.9% | +45.3% | +36.6% | +65.0% |
| 5Y | +148.3% | -48.9% | +197.2% | +158.5% |
| 10Y | +143.6% | +500.5% | -356.9% | +59.8% |
| All | +143.6% | +535.4% | -391.8% | +59.8% |
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