+27.8%
ILMN vs PAYC
+329.2%
-301.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.2% | -2.3% |
| 7D | -3.9% | -8.7% | +4.9% | -0.8% |
| 30D | +6.9% | +1.2% | +5.7% | +6.5% |
| 3M | +28.1% | +58.6% | -30.5% | +6.8% |
| 6M | +65.0% | +56.6% | +8.3% | +36.8% |
| YTD | +56.3% | +36.2% | +20.1% | +35.6% |
| 1Y | +108.7% | -2.2% | +110.9% | +103.0% |
| 3Y | +33.1% | -22.3% | +55.4% | +32.0% |
| 5Y | -54.1% | -53.9% | -0.3% | -46.8% |
| 10Y | +27.8% | +347.5% | -319.7% | -24.7% |
| All | +27.8% | +329.2% | -301.4% | -24.7% |
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