+433.8%
MAR vs PAYC
+358.9%
+75.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.3% |
| 7D | -0.5% | -5.5% | +5.0% | +1.0% |
| 30D | -5.4% | +3.8% | -9.2% | -6.6% |
| 3M | -15.5% | +65.8% | -81.3% | -28.0% |
| 6M | +3.0% | +68.7% | -65.7% | -13.7% |
| YTD | +8.5% | +38.3% | -29.8% | -4.0% |
| 1Y | +26.0% | -2.4% | +28.3% | +23.4% |
| 3Y | +68.6% | -21.5% | +90.1% | +66.7% |
| 5Y | +157.4% | -52.7% | +210.1% | +187.7% |
| All | +433.8% | +358.9% | +75.0% | +237.8% |
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