+22.2%
LQD vs PAYC
+358.9%
-336.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.1% |
| 7D | -1.1% | -5.5% | +4.4% | -0.9% |
| 30D | -1.3% | +3.8% | -5.1% | -1.5% |
| 3M | -3.2% | +65.8% | -69.0% | -5.5% |
| 6M | -2.1% | +68.7% | -70.8% | -4.7% |
| YTD | -2.4% | +38.3% | -40.7% | -4.1% |
| 1Y | -2.7% | -2.4% | -0.3% | -2.9% |
| 3Y | +14.2% | -21.5% | +35.7% | +14.1% |
| 5Y | -5.8% | -52.7% | +46.9% | -4.4% |
| All | +22.2% | +358.9% | -336.7% | +16.6% |
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