+34.4%
JD vs PAYC
+510.1%
-475.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -4.1% | +4.9% | -9.0% | -5.4% |
| 30D | +4.6% | +4.1% | +0.5% | +3.0% |
| 3M | -4.7% | +11.5% | -16.2% | -8.2% |
| 6M | -17.4% | +85.3% | -102.6% | -32.6% |
| YTD | +0.7% | +57.3% | -56.6% | -14.8% |
| 1Y | -5.9% | +52.6% | -58.4% | -19.7% |
| 3Y | +18.9% | +48.3% | -29.4% | -2.6% |
| 5Y | -62.9% | -47.8% | -15.1% | -59.5% |
| All | +34.4% | +510.1% | -475.8% | -35.3% |
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