+244.8%
NEE vs PAYC
+358.9%
-114.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -1.3% | -5.5% | +4.2% | -0.5% |
| 30D | -3.3% | +3.8% | -7.1% | -4.0% |
| 3M | -2.3% | +65.8% | -68.1% | -10.8% |
| 6M | -8.9% | +68.7% | -77.6% | -17.7% |
| YTD | +4.8% | +38.3% | -33.6% | -2.3% |
| 1Y | +18.7% | -2.4% | +21.1% | +17.7% |
| 3Y | +33.2% | -21.5% | +54.8% | +32.5% |
| 5Y | +10.9% | -52.7% | +63.6% | +18.1% |
| All | +244.8% | +358.9% | -114.0% | +164.9% |
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