+89.2%
IT vs PAYC
+510.1%
-420.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.1% | +4.9% | -3.8% | -0.6% |
| 30D | -1.8% | +4.1% | -6.0% | -3.0% |
| 3M | +4.8% | +11.5% | -6.6% | +1.5% |
| 6M | +33.0% | +85.3% | -52.3% | +8.4% |
| YTD | -23.8% | +57.3% | -81.1% | -34.7% |
| 1Y | -16.5% | +52.6% | -69.1% | -27.8% |
| 3Y | -53.6% | +48.3% | -101.9% | -60.6% |
| 5Y | -42.1% | -47.8% | +5.7% | -36.4% |
| All | +89.2% | +510.1% | -420.9% | +7.0% |
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