+877.1%
ISRG vs PAYC
+1,262.3%
-385.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.1% | +1.7% | -1.9% |
| 7D | +4.8% | -10.2% | +15.0% | +8.1% |
| 30D | +9.2% | +6.1% | +3.1% | +7.4% |
| 3M | +21.2% | +10.1% | +11.1% | +17.7% |
| 6M | +0.2% | +88.6% | -88.4% | -17.9% |
| YTD | -20.1% | +50.0% | -70.0% | -30.6% |
| 1Y | -17.3% | +46.1% | -63.4% | -27.8% |
| 3Y | +63.3% | +51.2% | +12.2% | +36.7% |
| 5Y | +24.1% | -51.7% | +75.7% | +37.6% |
| 10Y | +507.0% | +467.4% | +39.6% | +294.7% |
| All | +877.1% | +1,262.3% | -385.2% | +458.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling