+112.0%
IBM vs PAYC
-53.3%
+165.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.4% | +4.2% | -0.4% |
| 7D | +0.3% | -7.9% | +8.2% | +1.4% |
| 30D | -1.5% | +2.1% | -3.6% | -1.8% |
| 3M | -16.8% | +61.8% | -78.5% | -22.5% |
| 6M | -9.0% | +59.9% | -69.0% | -15.3% |
| YTD | -20.1% | +38.5% | -58.6% | -24.6% |
| 1Y | -7.0% | -1.4% | -5.6% | -9.4% |
| 3Y | +72.4% | -21.0% | +93.4% | +67.9% |
| 5Y | +112.0% | -52.9% | +164.9% | +92.4% |
| All | +112.0% | -53.3% | +165.3% | +92.4% |
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 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