+69.1%
OTIS vs PAYC
+16.3%
+52.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.5% |
| 7D | -3.0% | -5.5% | +2.5% | -2.0% |
| 30D | -6.0% | +3.8% | -9.8% | -6.7% |
| 3M | -0.9% | +65.8% | -66.7% | -10.2% |
| 6M | -17.3% | +68.7% | -86.0% | -25.8% |
| YTD | -19.6% | +38.3% | -57.9% | -25.2% |
| 1Y | -21.0% | -2.4% | -18.6% | -21.7% |
| 3Y | -12.1% | -21.5% | +9.5% | -12.2% |
| 5Y | -17.1% | -52.7% | +35.6% | -11.0% |
| All | +69.1% | +16.3% | +52.8% | +39.7% |
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