-3.0%
ISRG vs PAYC
-53.3%
+50.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.4% | +0.9% | -3.0% |
| 7D | -5.2% | -7.9% | +2.7% | -3.0% |
| 30D | -7.6% | +2.1% | -9.7% | -8.2% |
| 3M | -16.4% | +61.8% | -78.1% | -27.8% |
| 6M | -28.6% | +59.9% | -88.5% | -38.7% |
| YTD | -38.2% | +38.5% | -76.7% | -44.8% |
| 1Y | -25.5% | -1.4% | -24.1% | -26.6% |
| 3Y | +17.4% | -21.0% | +38.4% | +19.0% |
| 5Y | -3.0% | -52.9% | +49.9% | +11.1% |
| All | -3.0% | -53.3% | +50.3% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling