+388.3%
JBL vs PAYC
-54.0%
+442.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -1.0% | -10.2% | +9.2% | +0.5% |
| 30D | -15.1% | +2.0% | -17.0% | -15.4% |
| 3M | -14.0% | +58.3% | -72.3% | -21.1% |
| 6M | +20.6% | +64.5% | -43.9% | +8.8% |
| YTD | +32.9% | +36.5% | -3.6% | +24.5% |
| 1Y | +40.5% | -1.3% | +41.8% | +41.8% |
| 3Y | +183.7% | -22.1% | +205.9% | +193.8% |
| 5Y | +388.3% | -53.3% | +441.7% | +431.9% |
| All | +388.3% | -54.0% | +442.4% | +431.9% |
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 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