-6.1%
M vs PAYC
+329.2%
-335.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -3.7% |
| 7D | -4.1% | -8.7% | +4.7% | -1.5% |
| 30D | -13.6% | +1.2% | -14.8% | -14.1% |
| 3M | -2.3% | +58.6% | -60.9% | -16.7% |
| 6M | +21.9% | +56.6% | -34.7% | +3.0% |
| YTD | -0.6% | +36.2% | -36.8% | -12.7% |
| 1Y | +29.7% | -2.2% | +31.9% | +26.6% |
| 3Y | +107.3% | -22.3% | +129.6% | +105.9% |
| 5Y | +20.5% | -53.9% | +74.3% | +36.6% |
| 10Y | -6.1% | +347.5% | -353.6% | -30.0% |
| All | -6.1% | +329.2% | -335.3% | -30.0% |
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