-3.3%
LVS vs PAYC
+358.9%
-362.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.2% |
| 7D | -3.5% | -5.5% | +2.0% | -2.0% |
| 30D | -6.2% | +3.8% | -10.0% | -7.4% |
| 3M | -14.8% | +65.8% | -80.6% | -27.2% |
| 6M | -20.9% | +68.7% | -89.6% | -33.1% |
| YTD | -33.0% | +38.3% | -71.4% | -40.4% |
| 1Y | -20.0% | -2.4% | -17.6% | -21.6% |
| 3Y | -6.9% | -21.5% | +14.6% | -8.1% |
| 5Y | +9.1% | -52.7% | +61.8% | +21.1% |
| All | -3.3% | +358.9% | -362.2% | -41.5% |
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