+550.7%
ISRG vs PAYC
+535.4%
+15.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.8% |
| 7D | -6.8% | -9.5% | +2.8% | -3.7% |
| 30D | +5.1% | +3.3% | +1.9% | +3.9% |
| 3M | +12.0% | +14.5% | -2.5% | +6.8% |
| 6M | +7.0% | +76.0% | -69.0% | -13.4% |
| YTD | -20.6% | +53.4% | -74.0% | -33.4% |
| 1Y | -21.4% | +43.8% | -65.2% | -32.7% |
| 3Y | +62.0% | +45.3% | +16.7% | +32.4% |
| 5Y | +28.1% | -48.9% | +77.1% | +44.5% |
| 10Y | +550.7% | +500.5% | +50.2% | +243.9% |
| All | +550.7% | +535.4% | +15.3% | +243.9% |
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