-50.3%
NIO vs PAYC
+53.3%
-103.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.1% |
| 7D | +2.8% | -9.5% | +12.3% | +6.8% |
| 30D | -8.4% | +2.5% | -10.9% | -9.7% |
| 3M | -32.0% | +11.7% | -43.6% | -35.5% |
| 6M | -43.9% | +74.6% | -118.6% | -57.2% |
| YTD | -35.7% | +50.4% | -86.1% | -48.8% |
| 1Y | -51.1% | +44.0% | -95.1% | -60.4% |
| 3Y | -54.7% | +42.5% | -97.2% | -65.8% |
| 5Y | -91.7% | -50.3% | -41.4% | -90.0% |
| All | -50.3% | +53.3% | -103.6% | -55.7% |
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