+136.0%
NVO vs PAYC
+358.9%
-222.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.5% | -2.3% |
| 7D | -7.6% | -5.5% | -2.1% | -6.8% |
| 30D | -6.0% | +3.8% | -9.8% | -6.5% |
| 3M | -0.8% | +65.8% | -66.6% | -8.3% |
| 6M | +16.5% | +68.7% | -52.2% | +7.0% |
| YTD | -11.1% | +38.3% | -49.5% | -16.1% |
| 1Y | -16.7% | -2.4% | -14.3% | -17.5% |
| 3Y | -52.9% | -21.5% | -31.4% | -53.2% |
| 5Y | -3.0% | -52.7% | +49.7% | +0.9% |
| All | +136.0% | +358.9% | -222.8% | +81.6% |
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