+379.6%
NEE vs PAYC
+1,158.0%
-778.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +1.2% |
| 7D | +1.1% | -7.9% | +9.0% | +2.2% |
| 30D | -0.2% | +2.1% | -2.4% | -0.6% |
| 3M | +0.5% | +61.8% | -61.2% | -6.6% |
| 6M | -6.5% | +59.9% | -66.5% | -13.5% |
| YTD | +6.7% | +38.5% | -31.8% | +0.6% |
| 1Y | +23.6% | -1.4% | +25.0% | +22.3% |
| 3Y | +37.1% | -21.0% | +58.1% | +36.0% |
| 5Y | +10.9% | -52.9% | +63.8% | +16.1% |
| 10Y | +245.4% | +332.8% | -87.5% | +189.3% |
| All | +379.6% | +1,158.0% | -778.4% | +272.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling