-8.1%
M vs PAYC
+510.1%
-518.3%
-87.8%
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 | +7.0% | +4.9% | +2.2% | +5.4% |
| 30D | +8.9% | +4.1% | +4.8% | +7.6% |
| 3M | +4.5% | +11.5% | -7.0% | +0.9% |
| 6M | +36.2% | +85.3% | -49.1% | +9.7% |
| YTD | +15.1% | +57.3% | -42.1% | -3.7% |
| 1Y | +27.4% | +52.6% | -25.1% | +7.7% |
| 3Y | +160.1% | +48.3% | +111.9% | +116.2% |
| 5Y | -1.6% | -47.8% | +46.3% | +8.5% |
| All | -8.1% | +510.1% | -518.3% | -40.3% |
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