+83.4%
JNJ vs PAYC
-54.0%
+137.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -4.3% | -10.2% | +5.8% | -4.0% |
| 30D | +3.0% | +2.0% | +1.1% | +3.0% |
| 3M | +12.2% | +58.3% | -46.0% | +10.4% |
| 6M | +10.5% | +64.5% | -54.0% | +8.5% |
| YTD | +30.8% | +36.5% | -5.8% | +29.3% |
| 1Y | +54.9% | -1.3% | +56.2% | +55.0% |
| 3Y | +80.7% | -22.1% | +102.8% | +80.7% |
| 5Y | +83.4% | -53.3% | +136.8% | +80.7% |
| All | +83.4% | -54.0% | +137.4% | +80.7% |
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