+533.8%
ISRG vs PAYC
+510.1%
+23.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.5% | -4.7% | -3.0% |
| 7D | -6.1% | -0.5% | -5.6% | -6.0% |
| 30D | +4.2% | +5.2% | -0.9% | +2.4% |
| 3M | +9.6% | +18.0% | -8.3% | +3.4% |
| 6M | +1.9% | +81.6% | -79.8% | -18.4% |
| YTD | -22.3% | +57.3% | -79.6% | -35.4% |
| 1Y | -23.2% | +49.8% | -73.0% | -35.1% |
| 3Y | +58.5% | +49.0% | +9.5% | +28.4% |
| 5Y | +23.9% | -47.8% | +71.8% | +38.8% |
| All | +533.8% | +510.1% | +23.8% | +232.5% |
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