+236.7%
INTU vs PAYC
+510.1%
-273.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | +4.9% | -4.8% | -2.1% |
| 30D | +10.1% | +4.1% | +5.9% | +8.1% |
| 3M | -4.2% | +11.5% | -15.6% | -8.7% |
| 6M | -7.2% | +85.3% | -92.5% | -30.5% |
| YTD | -47.7% | +57.3% | -105.0% | -57.8% |
| 1Y | -46.7% | +52.6% | -99.3% | -56.5% |
| 3Y | -34.1% | +48.3% | -82.3% | -48.3% |
| 5Y | -43.3% | -47.8% | +4.6% | -33.8% |
| All | +236.7% | +510.1% | -273.4% | +80.6% |
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