+404.3%
META vs PAYC
+453.6%
-49.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.1% | +5.9% | +2.4% |
| 7D | -0.8% | -10.2% | +9.4% | +2.5% |
| 30D | -15.4% | +6.1% | -21.6% | -17.3% |
| 3M | +3.5% | +10.1% | -6.6% | -0.3% |
| 6M | -0.3% | +88.6% | -88.9% | -21.0% |
| YTD | -7.3% | +50.0% | -57.3% | -21.8% |
| 1Y | -1.1% | +46.1% | -47.2% | -15.8% |
| 3Y | +95.1% | +51.2% | +43.9% | +56.7% |
| 5Y | +80.6% | -51.7% | +132.2% | +106.1% |
| All | +404.3% | +453.6% | -49.3% | +190.6% |
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