+376.8%
NDAQ vs PAYC
+351.9%
+24.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.8% | -0.5% |
| 7D | -1.6% | -8.7% | +7.2% | +0.6% |
| 30D | -1.5% | +1.2% | -2.6% | -1.8% |
| 3M | +8.0% | +58.6% | -50.6% | -4.6% |
| 6M | +7.7% | +56.6% | -48.9% | -5.1% |
| YTD | -2.3% | +36.2% | -38.6% | -11.1% |
| 1Y | +0.6% | -2.2% | +2.7% | -1.1% |
| 3Y | +90.9% | -22.3% | +113.2% | +89.4% |
| 5Y | +52.5% | -53.9% | +106.3% | +67.0% |
| All | +376.8% | +351.9% | +24.9% | +258.0% |
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