+433.3%
META vs PAYC
+535.4%
-102.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -3.9% | -2.6% |
| 7D | -0.2% | -9.5% | +9.3% | +2.9% |
| 30D | -15.4% | +3.3% | -18.6% | -16.6% |
| 3M | +5.0% | +14.5% | -9.5% | -0.1% |
| 6M | +5.2% | +76.0% | -70.9% | -14.7% |
| YTD | -4.5% | +53.4% | -57.9% | -20.0% |
| 1Y | +0.6% | +43.8% | -43.2% | -13.9% |
| 3Y | +93.1% | +45.3% | +47.8% | +57.4% |
| 5Y | +93.7% | -48.9% | +142.6% | +117.3% |
| 10Y | +433.3% | +500.5% | -67.2% | +200.1% |
| All | +433.3% | +535.4% | -102.1% | +200.1% |
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