+16.9%
JD vs PAYC
+329.2%
-312.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.8% | -2.0% |
| 7D | -3.0% | -8.7% | +5.8% | -0.5% |
| 30D | -19.3% | +1.2% | -20.5% | -19.8% |
| 3M | -6.0% | +58.6% | -64.6% | -19.1% |
| 6M | +1.8% | +56.6% | -54.8% | -13.0% |
| YTD | -2.6% | +36.2% | -38.8% | -13.6% |
| 1Y | -17.4% | -2.2% | -15.3% | -19.3% |
| 3Y | -8.6% | -22.3% | +13.7% | -10.3% |
| 5Y | -61.6% | -53.9% | -7.7% | -56.7% |
| 10Y | +16.9% | +347.5% | -330.6% | -36.4% |
| All | +16.9% | +329.2% | -312.3% | -36.4% |
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 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