+374.8%
META vs PAYC
+358.9%
+15.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +2.2% |
| 7D | +6.7% | -2.9% | +9.6% | +7.6% |
| 30D | +4.8% | +32.8% | -28.0% | -5.3% |
| 3M | -1.6% | +69.3% | -70.9% | -18.1% |
| 6M | -7.5% | +74.0% | -81.4% | -24.7% |
| YTD | -6.4% | +46.4% | -52.8% | -19.8% |
| 1Y | -17.3% | +4.2% | -21.5% | -20.8% |
| 3Y | +109.9% | -19.7% | +129.7% | +105.0% |
| 5Y | +65.4% | -52.0% | +117.4% | +89.1% |
| All | +374.8% | +358.9% | +15.8% | +180.5% |
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