-4.3%
M vs PAYC
+474.5%
-478.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +5.0% | -9.5% | +14.5% | +8.4% |
| 30D | +10.6% | +2.5% | +8.2% | +9.9% |
| 3M | +1.6% | +11.7% | -10.1% | -2.0% |
| 6M | +30.8% | +74.6% | -43.8% | +7.4% |
| YTD | +16.9% | +50.4% | -33.5% | -0.8% |
| 1Y | +26.3% | +44.0% | -17.7% | +8.7% |
| 3Y | +158.6% | +42.5% | +116.1% | +117.7% |
| 5Y | +2.1% | -50.3% | +52.3% | +14.3% |
| 10Y | -4.3% | +521.2% | -525.5% | -38.0% |
| All | -4.3% | +474.5% | -478.8% | -38.0% |
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