+370.1%
ISRG vs PAYC
+329.2%
+40.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | -5.0% | -8.7% | +3.7% | -2.1% |
| 30D | -10.2% | +1.2% | -11.4% | -10.7% |
| 3M | -17.2% | +58.6% | -75.8% | -30.2% |
| 6M | -28.4% | +56.6% | -85.0% | -40.0% |
| YTD | -37.6% | +36.2% | -73.9% | -45.4% |
| 1Y | -24.4% | -2.2% | -22.3% | -26.3% |
| 3Y | +18.4% | -22.3% | +40.7% | +16.5% |
| 5Y | -1.0% | -53.9% | +52.9% | +14.8% |
| 10Y | +370.1% | +347.5% | +22.6% | +157.6% |
| All | +370.1% | +329.2% | +40.9% | +157.6% |
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